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Financial Planning Score – Single with Children

Welcome to your Financial Planning Score! Fill out the quiz as honestly as you can. The objective is to give you an idea of where you are, not to pretend to be somewhere you're not (yet).

We WILL give you your score at the end, no email or sign-up required. If you'd like to get some personalized suggestions of how to increase your score, you can put your name and email at the end (we'll also get a copy of your score so we can personalize the suggestions for you). We will not sell or give your email to anyone else.

 

Rate on Scale of 1-5: I know where all my income goes each month.
Rate on Scale of 1-5: I feel in control of my income and expenses.
Rate on Scale of 1-5: I am saving enough to reach my goals.
Rate on Scale of 1-5: I know where everything is and what it's worth.
Rate on Scale of 1-5: I completely understand investing.
Rate on Scale of 1-5: I have an Investing Plan and follow the plan.
I have approximately the following percentage of Stocks to Fixed Income (bonds, cash, etc):
When the Market Crashed in 2020, while it was down and before it returned I:
Rate on Scale of 1-5: How confident are you that you will pay the least amount of taxes over your LIFETIME?
Who files your taxes?
Do you have a Will?
Our life insurance situation is:
Do you have a Trust?
My income insurance situation is:
Our life insurance situation is:
My income insurance situation is:
Rate on Scale of 1-5: I understand my current health insurance completely.
Rate on Scale of 1-5: I am confident I am fully covered and am getting the most value for my Home & Auto insurance.
Rate on Scale of 1-5: I am fully on track to retiring when I want to.
Rate on Scale of 1-5: I have a plan in place to stay/get on track.
Rate on Scale of 1-5: I have a plan in place to stay/get on track.
How much time can you devote to learning about and working on your finances?
Again, answer has no affect on your score. Answer honestly so we can tailor our tips to you specifically.
Rate on Scale of 1-5: I am fully on track to retiring when I want to.
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