Financial Wellness Assessment

Financial Wellness Assessment

Gain valuable insights into your financial preparedness for the future
Name*

First NameLast Name
Life Insurance Coverage - Do you currently have a life insurance policy?*

Yes, with enough coverage to protect my loved onesYes, but I’m unsure if it’s enoughNo, but I’m considering itNo, I don’t think I need it
Life Insurance Understanding - How confident are you in understanding the different types of life insurance (term, whole, universal, etc.) and how they fit into your financial plan?*

Very confidentSomewhat confidentNot confidentI have no idea where to start
Retirement Savings Progress - How prepared do you feel for retirement based on your current savings and investments?*

Fully prepared—I have a solid plan in placeSomewhat prepared—I’ve started saving, but I’m unsure if it’s enoughNot very prepared—I have savings, but no clear planNot prepared at all—I haven’t started saving for retirement
Retirement Income Planning - Do you have a plan for how you’ll generate income in retirement? (e.g., Social Security, pensions, investments, annuities)*

Yes, I have a structured planI have some income sources but no clear strategyNo, I don’t have a plan in place yetI have no idea where to start
Retirement Age Goal - At what age do you hope to retire?*

Under 6060-6566-70I don't have a target retirement age yet
Long-Term Care Awareness - Have you considered how you would cover the costs of long-term care (such as nursing home care, assisted living, or in-home care) if needed in the future?*

Yes, I have a long-term care plan or insurance in placeI’ve thought about it, but I’m unsure of my optionsNo, I haven’t considered it yetI don’t think I’ll need long-term care
Long-Term Care Funding Strategy - If you needed long-term care services, how would you cover the cost?*

I have long-term care insuranceI plan to use personal savings or investmentsI would rely on Medicaid or government programsI don’t know how I would cover the cost
Estate & Legacy Planning - Do you have an estate plan, will, or trust in place to help protect your assets and ensure your wishes are followed?*

Yes, I have a comprehensive estate planI have a will, but no full estate planNo, but I plan to set one upNo, I haven’t thought about it
Financial Guidance & Planning - How often do you review your financial plan and make adjustments as needed?*

Regularly—at least once a year or when circumstances changeOccasionally—I review it every few yearsRarely—I haven’t updated my financial plan in a long timeI don’t have a financial plan
Confidence in Financial Future - On a scale of 1 to 5, how confident do you feel about your overall financial security for the future?*

5 – Very confident4 – Somewhat confident3 – Neutral2 – Somewhat uncertain1 – Very uncertain
Email*
example@example.com
Total Score
Readiness Category
Should be Empty: