Financial Planning Test
Will You Be Able To Reach Your Personal Financial Goals?
Take Our One-Minute Financial Planning Test
When you’re finished, click Add Up My Points. Continue… I’ll take the test later.
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
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