Diagnostic Tool

The questionnaire is designed to assist you in assessing your overall financial position. Our scoring system identifies four general categories ranging from having a significant number of concerns to having your overall planning in excellent shape.

You will be given a percentage grade based on your responses. The higher the score, the more confidence you have in your overall planning.

Thank you for completing the survey. If we can be of any assistance in helping you improve your financial planning, please contact us.