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Your Score:
/out of 130
I am aware of how much cash I/we currently have on hand (i.e., checking accounts, savings accounts, etc.):
I don't know (1pt)
Would take a lot of work (2pt)
Neutral (5pt)
I can easily figure this out (8pt)
I know at all times (10pt)
I know where my/our bank, investment and retirement accounts are located (i.e., Chase, Wells Fargo, Fidelity, TD Ameritrade, etc.):
No idea (2pt)
Would take me a while to figure out (3pt)
I can handle this with little work (7pt)
I know exactly where everything is (10pt)
I can estimate my/our annual earned income (wages, self-employment, consulting) with reasonable accuracy:
Should I be able to do this? (2pt)
Not very likely (3pt)
Somewhat confident (7pt)
Can easily estimate (10pt)
I am aware of any other sources of income for the household (rental property, pensions, social security, etc.):
No clue (2pt)
I can calculate with a lot of work (4pt)
Neutral (6pt)
I can figure out with some work (8pt)
I am well aware of these sources (10pt)
I know how much we spend monthly in my/our household:
I don't know (2pt)
I guess I can figure this out? (4pt)
I can estimate with minimal work (8pt)
I am well aware of the amount (10pt)
I can calculate/estimate my/our individual/combined net worth with little work:
Definitely not (1pt)
Not likely (3pt)
Somewhat confident (8pt)
I know how my/our investments are allocated (i.e., aggressive vs. more conservatively):
I have no idea - never discussed it (0pt)
I could venture a guess (2pt)
It's been a while since I reviewed it (5pt)
I have somewhat of an idea (8pt)
Yes, I am involved in the process (10pt)
I know how much life insurance coverage I/we currently have:
Not a clue (1pt)
Could maybe guess (3pt)
Haven't checked it lately (7pt)
Yes, I know exactly how much (10pt)
Do you have a will and know the last time it was reviewed?
Maybe? (2pt)
I would need to search (4pt)
I have a pretty good idea (8pt)
I am current on my estate plan (10pt)
How confident are you that you are on track to achieve your long-term goals?
0-25% (0pt)
25-50% (3pt)
50-75% (7pt)
75-100% (10pt)
If the unexpected happened, how much would not achieving your long-term goals affect your lifestyle?
I don't know (0pt)
Significantly (3pt)
Somewhat (7pt)
It wouldn't (10pt)
Would you be interested in potentially reaching your financial goals sooner?
No (0pt)
Maybe (3pt)
Yes (7pt)
Definitely (10pt)
