Before we meet, I'd love to get a quick read on how you're feeling about your financial life. No right or wrong answers — just a starting point so we can make the most of our time together.
About 5–10 minutes
If you have a partner, we'd love for each of you to complete this independently — it helps us understand both perspectives.
Your Financial Confidence
How confident do you feel in each of these areas? Don't overthink it — go with your gut.
Day-to-Day & Cash Flow
I have a good understanding of where my money goes each month.
Not at all
Very confident
I have a system for managing my household finances that works well.
Not at all
Very confident
Income & Earning
I feel well-compensated for the work I do.
Not at all
Very confident
I understand my full compensation and benefits package and how to optimize it.
Not at all
Very confident
Saving & Investing
I feel good about how much I'm saving each month.
Not at all
Very confident
I feel confident in my investment strategy.
Not at all
Very confident
I know how much I need to be saving to hit my goals.
Not at all
Very confident
Your Financial Confidence
Keep going — you're doing great.
Emergency Preparedness
I feel prepared for unexpected expenses.
Not at all
Very confident
I have enough set aside that a job loss wouldn't be an immediate crisis.
Not at all
Very confident
Future Planning
I'm on track for the future I want — retirement, freedom, flexibility, however I define it.
Not at all
Very confident
I am clear on my goals and the steps needed to meet them.
Not at all
Very confident
Debt
I have a clear picture of what I owe and a plan for paying it down.
Not at all
Very confident
I feel comfortable with the level of debt I'm carrying right now.
Not at all
Very confident
Protection & Legacy
I have the right insurance coverage in place to protect my family if something happened to me.
Not at all
Very confident
I have a will or estate plan that reflects my current wishes.
Not at all
Very confident
Your Financial Confidence
Last set of these — almost there.
Confidence & Mindset
I feel good about the financial decisions I've made so far.
Not at all
Very confident
Overall, money feels like a source of possibility rather than stress.
Not at all
Very confident
Partnership
My partner and I are on the same page financially.
Not at all
Very confident
My partner and I have a shared vision for our financial future.
Not at all
Very confident
We have a system for making big financial decisions together.
Not at all
Very confident
Tax & Optimization
I feel like I have a handle on my tax situation.
Not at all
Very confident
I'm confident I'm not leaving money on the table when it comes to tax planning.
Not at all
Very confident
Kids & Family
I feel good about my plan for funding my children's education.
Not at all
Very confident
I feel prepared to support other family members financially if needed.
Not at all
Very confident
What's Ahead
Are you anticipating any of these in the next 5 years? Select as many as apply.
✓
Career change or job transition
✓
Significant income increase
✓
Buying or selling a home
✓
Growing our family
✓
Kids starting school or activities that shift the budget
✓
Starting or selling a business
✓
Caring for aging parents
✓
Relocating
✓
Taking extended time off or sabbatical
✓
Paying for college or education expenses
✓
Thinking about early retirement or financial independence
For Our Meeting
One last question before you go.
Thank you!
Your responses have been submitted. Here's a snapshot of your financial confidence — we'll use this as a starting point for our conversation.
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Your Financial Confidence Score (out of 10)
Your Confidence Breakdown
A copy of your responses and this snapshot has been sent to your email. Looking forward to our meeting!
