20 questions · About 5 minutes
Your business.
Your wider picture.
See what feels clear, what is partly in place and what needs a closer look. No account balances or sensitive financial details are needed.
Notice the gaps.
Start a conversation.
For each question, choose the answer closest to your situation. “Not sure” is a useful place to begin.
No email needed. Answers stay on this page and clear when you leave or reload. Privacy Policy.
Your self-reported starting point
Your overall picture.
Your score reflects your answers, not the quality or completeness of your financial plan.
See your full report.
Explore your ten area scores and three discussion priorities. You can print or save the report from the next screen.
Your personal discussion guide
A starting point for
your next conversation.
A discussion guide based on your answers, not a financial assessment. Print or save it to keep a copy.
Your ten focus areas.
How your priorities are selected.
The three lowest area scores appear first. Ties use a fixed discussion order, beginning with continuity, exit and personal wealth.
Understand the scoring
No / Not sure = 0; Partly / Outdated = 1; Yes / Current = 2. Each area has two questions. Its score is the total divided by 4, multiplied by 100. The overall score averages all ten areas.
0–39: Needs attention · 40–74: In progress · 75–100: On track. These describe your answers only.
Your three discussion priorities.
Your next step
Put the results in context.
Use your priorities to prepare for a conversation. When you are ready, apply to meet a participating financial advisor. Your scorecard answers are not added to the application.
Participating advisors fund the introduction model. Compensation and conflicts.
Content reviewed: October 20, 2026 · General education
Educational information only, not personal financial, tax, legal or insurance advice.