Financial Planning Test
Will You Be Able To Reach Your Personal Financial Goals?
Take Our One-Minute Financial Planning Test
Select the answer that best describes your situation in each question below.
When you’re finished, click Add Up My Points. Continue… I’ll take the test later.
When you’re finished, click Add Up My Points. Continue… I’ll take the test later.
Your age
Your annual household income
How much of your income do you save each month?
Money in the bank (checking, savings, money market accounts and CDs)
How soon might you plan on making a major purchase such as a house, car, etc.?
Do you have children to put through college?
When will your children be attending private school or college? If no children, select "0" points
What percent of your retirement income do you feel you'll need to provide for yourself?
How do you feel about the following statement? "I will not invest unless I am confident of getting every penny back."
Are you currently an investor? Add 2 points for each investment you've previously made (maximum 6 points)
To Find Out What Your Score Means, CLICK HERE
This chart is for your information only. Your total score does not recommend a particular investment, nor does it guarantee that any investment will achieve its investment objective. Investments are not deposits and are not insured or guaranteed by the FDIC, or any other government agency. Investments involve investment risks including the possible loss of your principal amount. Always ask for a prospectus and read it carefully before you make any investment. ©2014 The Forms Group, All Rights Reserved.