2-MINUTE ASSESSMENT

How Confident Are You About Your Financial Future?

Answer 10 questions. Get your Financial Confidence Score. See exactly where you stand — and what to do about it.

Question 1 of 10
On a scale, how confident do you feel about your financial future right now?
Very confident
Somewhat confident
Not very confident
Not confident at all
Question 2 of 10
If the stock market dropped 40% tomorrow, how would you feel?
I have a plan for this — I'd be fine
Nervous, but I think I'd weather it
Very worried — I'm not sure what I'd do
Panicked — this could seriously hurt me
Question 3 of 10
Do you know your net worth within $50,000?
Yes, I track it regularly
I have a rough idea
I'd have to sit down and figure it out
I have no idea
Question 4 of 10
How would you describe your insurance coverage?
Comprehensive — life, disability, liability, all reviewed recently
I have the basics but haven't reviewed in a while
I know I have gaps but haven't addressed them
I'm honestly not sure what I have
Question 5 of 10
Do you have an up-to-date will and estate plan?
Yes, reviewed in the last 2 years
I have one but it's outdated
I've been meaning to set one up
No
Question 6 of 10
If you couldn't work for 6 months, what would happen financially?
I'd be fine — I have reserves and coverage
I'd manage for a while but it would get tight
It would be a serious problem within 2-3 months
It would be catastrophic almost immediately
Question 7 of 10
How many financial professionals coordinate your money?
One person sees the whole picture
I have 2-3 but they talk to each other
I have multiple but they don't coordinate
I don't have any professional help
Question 8 of 10
Do you know your monthly savings rate as a percentage of income?
Yes, and I'm happy with it
Yes, but it's lower than I'd like
I save, but I don't track the percentage
I'm not really saving right now
Question 9 of 10
How often do you review your financial plan?
Quarterly or more
Annually
When something forces me to
I don't have a financial plan
Question 10 of 10
Complete this sentence: "If I could change one thing about my financial life, it would be..."
This helps us understand what matters most to you. Your answer is private unless you choose to share it.

Here's what we'd focus on:

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    Your answers are private. We don't store or share anything unless you choose to. The insights above are based solely on your responses.