Financial Freedom Assessment

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Email* This field is required.What’s your best email to send your results to?
example@example.com
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Name* This field is required.
First Name
Last Name
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How confident are you that your financial strategy will support your ideal future?* This field is required.
I feel completely confident and have a clear roadmap in place.
I feel somewhat confident but have some unanswered questions.
I have a general idea but no clear plan to get there.
I’m not confident at all—I feel uncertain about my financial future.
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Do you currently or have you ever received stock compensation as part of your income?* This field is required.
Yes, I have RSUs, ESPP, or Stock Options.
No, I have never received stock compensation.
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How much of your total assets are tied up in company stock?* This field is required.
Less than 5%
5-10%
10-20%
Over 20%
I have no idea
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Do you have a clear exit strategy for your company stock plan to maximize value while minimizing taxes?* This field is required.
Yes, I have a clear strategy and know exactly when and how I’ll sell my shares.
Somewhat—I have a rough idea but haven’t fully planned it out yet.
I’ve thought about it but haven’t taken action.
No, I’m holding onto my company stock without a clear plan.
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If your stock compensation were given as a cash bonus instead, would you use it to buy more of your company’s stock?* This field is required.
Yes, I believe in my company's future and would reinvest 100% into company stock.
Maybe—I’d invest a portion but also diversify.
No, I’d rather invest in a well-diversified portfolio.
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When it comes to your investment portfolio, do you know if it’s aligned with your goals and risk tolerance?* This field is required.
Yes, my investments are regularly reviewed and aligned with my long-term goals.
Somewhat—I think my portfolio is in good shape, but I haven’t reviewed it recently.
I think so, but I’m not 100% sure how everything is allocated.
No, I have investments, but I’m not sure if they’re aligned with my goals.
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How much cash do you currently have in your bank accounts (checking, savings, CDs, and money market accounts)?* This field is required.
Less than 3 months of living expenses
3–6 months of living expenses
6–12 months of living expenses
More than 12 months of living expenses
I have no idea
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Do you currently work with a financial advisor?* This field is required.
Yes, I work with an independent advisor who provides comprehensive financial planning including tax planning and long-term strategy.
Yes, I work with an advisor but they don't provide proactive tax planning.
Yes, but my advisor primarily manages my investments.
Yes, but my advisor mainly focuses on insurance products.
No, I currently manage my finances on my own.
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What’s your biggest financial concern right now? (Choose one)* This field is required.
Making sure I am on track for retirement
Knowing when to sell and diversify my company stock
Making the right financial decisions for my future
Reducing taxes
Retiring as early as possible, but I’m unsure if I can.
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You’re almost there! 🎉 Enter your name and email to get your personalized Financial Freedom Score and insights on how to optimize your wealth for flexibility, confidence, and freedom.

✅ No spam, just valuable insights

✅ Your information is private and will not be shared

✅ Get actionable steps based on your results
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Score
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Name* This field is required.
First Name
Last Name
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Email* This field is required.
example@example.com
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📊 Your Financial Freedom Score: {score}/100

💬 “Here’s a quick look at where you stand:”

🟢 Fully Aligned (Score: 80 - 100) → You’re on track! But even small tweaks can enhance your financial flexibility and long-term financial well-being.

🟡 Moderately Aligned (Score: 50 - 79) → You have a solid foundation, but gaps may be limiting your confidence and freedom.

🔴 Needs Alignment (Score: Below 50) → There are key opportunities to optimize your wealth strategy so your money fully supports the life you want.

🔹 Next Step: Get Your Free Financial Freedom Roadmap

A simple, tailored plan to help you make the most of your wealth

💡 Imagine feeling completely confident that your investments, stock compensation, and financial plan are working for you—not just sitting in your accounts. That’s what we’ll map out together.

Here’s what you’ll get:

✅ A 15-minute private session with a CFP® to go over your results and key takeaways

✅ A customized action step to help align your investments, stock compensation, and financial goals

✅ Clarity on your next best move—because financial freedom should feel effortless

🚀 Your wealth should work as hard as you do. Let’s make sure it is.

👉 Claim Your Free Financial Freedom Roadmap

Securities and advisory services offered through LPL Financial, A Registered Investment Advisor.

Member FINRA/SIPC.
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