Financial Health Check
Answer a few quick questions and get a personalized financial health score — plus specific insights to share with your advisor. Takes about 4 minutes.
Personal information
Do you have a co-client or spouse to include?
Children & dependents
How many children are under your care?
Income
What is your total annual income before taxes?
Do you own a business, including self-employment or freelance work?
Monthly expenses
How much do you spend on essentials (food, insurance, utilities, etc.) per month? Don't include debt payments or housing costs.
Do you own or rent your primary home?
Your assets
Select all account types you currently have and enter the approximate balance.
Do you own any vehicles?
Do you own any high-value assets such as jewelry, art, or collectibles?
Your debt
Do you currently carry a balance on any credit cards?
Do you have student loans (including any you're paying for a child)?
Do you have any other loan debt such as a HELOC or personal loan?
Insurance
Do you have any life insurance?
Do you have disability insurance?
Do you have long-term care insurance?
Investment profile
What level of investment risk are you comfortable with?
Do you have a traditional pension providing guaranteed monthly income in retirement?
Do you have any annuities for retirement income?
Your financial goals
At what age would you like to retire?
What other financial goals do you have? Select all that apply.
How confident do you feel about your current financial plan?
Get your full personalized report
Enter your phone number and we'll send you a detailed breakdown of your score with recommended next steps.