Financial Wellness Quiz

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Welcome To PFS!

Welcome To PFS!

Hi there, please fill out and submit this form to find our your financial wellness score! An advisor will reach out with your results, but feel free to contact us to set up a time to chat! Phone: (818) 991-7794 Email: general@pacfs.com

30Questions

1
My financial decisions support the life I want to live and the person I want to be.
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
2
I understand the beliefs, emotions, and biases that influence my financial decisions.
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
3
I have a clear view of my complete financial picture – all of my assets (what I own) and my liabilities (what I owe)
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
4
Money is a cause of stress, anxiety, or worry in my life.
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
5
I have specific financial goals and clear strategies to achieve them.
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
6
I review my financial goals regularly and track my progress towards them.
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
7
What was your Household Income last year?
Less than $40,000
$40,000 - $74,999
$75,000 - $99,999
$100,000 - $149,999
$150,000 - $249,999
Over $250,000
8
How much of your after-tax income are you able to save each month?
20%+
16%-20%
11%-15%
6%-10%
0%-5%
I don’t know
9
I track my cash flow each month and know how much I spend, save, and invest.
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
10
I am taking advantage of all available strategies to reduce the taxes I pay.
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
11
I review my taxes and proactively plan for upcoming personal, professional, and financial changes.
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
12
My Credit Score is
800+
740-800
670-739
580-669
Below 579
I Don't Know
13
How much of your monthly income goes toward debt payments? (mortgage, car loan, student loans, etc.)
Type option 2
11%-20%
21%-30%
31%-40%
>40%
I Don't Know
14
My debt and monthly payments are a cause of stress in my life.
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
15
How much of your after-tax monthly income are you investing?
>15%
11-15%
6-10%
1-5%
0%
I Don't Know
16
I have a clear picture of all investments and the level of risk I am taking.
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
17
How many months of expense could your Emergency Fund cover?
7+ months
5-6 months
3-4 months
1-2 months
0. I don’t have an emergency fund
18
I have insurance coverage in all of the categories that are important to my financial well-being (e.g. health, disability, life, and property (e.g. home, car).
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
19
I review my insurance policies regularly and after major life changes to ensure they are up to date.
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
20
When were your estate planning documents executed (e.g. your will, financial power of attorney, advanced healthcare directive)?
Within the last 3 years
Between 3-5 years ago
Greater than 5 years ago
N/A / I don’t have any
21
I review my estate planning documents regularly to ensure they are up to date.
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
22
To what extent is Education Planning a concern of yours?
Not a concern and unlikely to be in the future
Likely to be a concern at some point in the future
Education Planning is a current concern
Type option 4
23
As a percentage of your income, how much are you saving for retirement?
>21%
16-20%
11-15%
6-10%
0%
I don't know
24
How much have you already saved towards retirement?
$0 to $24,999
$25,000 to $99,999
$100,000 to $249,999
$250,000 to $999,999
$1,000,000 and up
25
I know how much money I need to save in order to achieve a financially secure retirement.
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
26
I have the expertise and time to effectively implement all aspects of my financial plan.
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
27
I periodically review my financial plan to evolve my strategies when there are changes in my life.
Strongly Disagree
Disagree
Neither Agree nor Disagree
Agree
Strongly Agree
28
Name
First Name
Last Name
29
Email
example@example.com
30
Phone Number
Area Code
Phone Number
Should be Empty:

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