Your Financial Type Quiz

1
Have you taken this Quiz before or is this your first time?
This is my first time!
I've taken this quiz already and am returning to see my results.
2
If you had to choose just one, which of the following "financial worries" would most likely keep you up at night?
Conflicts: The recent economic uncertainty and now the conflicts around the world.
Supply Chain and Inflation: The possibility that inflation will double beyond anything we have seen.
Lack of Planning: I actually don't know when I am retiring or if I will have enough.
All of Them
None of Them
3
What is a rough estimate of the size of your current investment portfolio?
Under $500k
Over $500k
Over $1 million
4
Which of the following animals most closely resembles your attitude about investments?
Zebra - I don't like to venture too far from what my family & friends know is safe - it's dangerous out there!
Baby Koala - I like to move slowly and do my homework.
Hamster - I take a lot of action but don't get anywhere!
Beaver - I think I'm making progress but then a flood of bad luck comes and sets me back.
Flamingo - I need to be free to be myself and follow my dreams (if only I didn't have to worry about money!)
5
Which of the following best describes your current financial focus?
I'm primarily focused on adding to my savings and investments.
I'm focused on protecting the wealth I've built and making sure it's there when I need it.
I'm focused on using my savings and investments to create income for my lifestyle.
6
When you have to make an important financial decision, which of the follow are you most likely to do?
Put it off - because retirement decision can wait, I have time.
Panic - because you don’t have anyone to ask for advice
Research - ALL the risks to find the safest / least "downside"
Act fast - so the opportunity doesn’t go away
Leverage - focus on how you get the best long-term outcome
7
If inflation rose to 7% - would you investment portfolio keep you on track to still retire on time?
Yes: I am averaging a return of 7% or greater
No: I will have to extend my retirement date
No: But I have enough to still retire on time and live out my dreams
Not Sure: I am actually not sure
8
Do you have a Tax Plan in place?
Yes: I am actively planning around taxes this year and years to come
No: I just pay my taxes owed each year
Not Sure: I work with my CPA each year.
9
Do you have a personalized family Social Security Plan?
Yes: Worked with a professional to know what our best options are
No: Haven't had any plan in place for our family yet
Not Sure: I have received my estimated benefits from SSA
No: It is still a long ways away
10
Do you have a current financial advisor?
Yes: Been working with them for some time and have a plan in place
Yes: Have someone we talk with periodically as needed
No: Don't have a current advisor
11
What is your age?
Under 50
Between 50-59
Between 59-65
Over 65
12
Do you have a legacy plan in place?
Yes: I have a plan to transfer my assets
No: I don't know what that looks like
Don't Need: I am going to spend all my money during my lifetime
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