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Financial Quiz
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Let's start with
What is your current age?
Over 65
61 - 65
56 - 60
46 - 55
36 - 45
Under
Your current financial priority?
Just getting started
Building up my savings
Growing my wealth
Retaining my wealth
Are you retired?
No
Yes
How confident are you in your long-term financial plan?
Not confident
Very Confident
Almost there..
What activity is most important to you in retirement?
Traveling
Spending time with family and friends
Pursuing hobbies
Working part-time
Other
Which word most accurately describes your vision of retirement?
Enjoyment
Freedom
Leisure
Other
Where do you expect the majority of your retirement income to come from?
Savings and investments
Employer (pensions)
Government
Other
Are you planning on relocating for retirement?
Yes
No
Not sure
How would you characterize your overall health?
Poor
Excellent
Almost there..
How comfortable are you with investing?
Not Comfortable
Very Comfortable
How quickly would you like to improve your long-term financial strategy?
As soon as possible
Within the next 3 months
Within the next year
No specific timeframe/I don't want to make any changes
Are you married?
Yes
No
Do you own your home?
No
Yes
Any children under 18?
No
Yes
Almost there..
Do you own a business?
No
Yes
Are you currently invested in inflation protected assets?
No
Yes
Not sure
Do you currently have a 401(k)?
No
Yes
Do you have an IRA?
No
Yes
Almost there..
Do you have an emergency fund?
No
Yes
Which of these is most important for your financial advisor to have?
Tax expertise
Investment management expertise
Estate planning expertise
Non of the above
Is socially responsible investing important to you?
Not Important
Must have
Do you have a financial advisor?
No
Yes
Where do you live?
No
Yes
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