Financial DNA Assessment

Financial DNA Assessment

Discover your financial strengths, gaps, and blind spots to clarify your next steps.
YOUR FINANCIAL LIFE IS UNIQUE — AND YOUR STRATEGY SHOULD BE TOO. THIS SHORT ASSESSMENT HELPS IDENTIFY STRENGTHS, GAPS, AND BLIND SPOTS ACROSS THE KEY AREAS THAT DETERMINE LONG-TERM FINANCIAL SUCCESS. THERE ARE NO RIGHT OR WRONG ANSWERS. THE GOAL IS CLARITY. COMPLETE THE ASSESSMENT HONESTLY. YOUR RESULTS WILL HELP DETERMINE YOUR MOST IMPORTANT NEXT STEP.
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First NameLast Name
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SECTION 1: INCOME & CASH FLOW DNA (FOUNDATION)
I clearly understand where my money goes each month.*

Yes, I track and review itSomewhatNo
My income supports both my current lifestyle and future goals.*

YesIt's tightNo
I have a plan for bonuses, raises, or irregular income.*

YesSometimesNo
My spending aligns with what matters most to me.*

YesUnsureNo
SECTION 2: TAX AWARENESS DNA (EFFICIENCY)
I understand how taxes impact my income and investments.*

Very wellSomewhatNot really
I proactively plan to reduce lifetime taxes.*

YesOccasionallyNo
My retirement and investment accounts are structured for tax efficiency.*

YesUnsureNo
My tax and financial strategies are coordinated.*

YesSometimesNo
SECTION 3: RISK & PROTECTION DNA (PREPAREDNESS)
If my income stopped, I know how long I’d be financially stable.*

6+ months3–6 monthsLess than 3 months
I have appropriate insurance coverage for my life stage.*

YesUnsureNo
My protection strategy has been reviewed in the last 2–3 years.*

YesNo
A major illness or life event would not derail my finances.*

ConfidentConcernedVery concerned
SECTION 4: RETIREMENT READINESS DNA (SUSTAINABILITY)
I know when I want to retire and what it will cost.*

YesEstimateNo
I understand where my retirement income will come from.*

ClearlySomewhatNot at all
My plan accounts for inflation, taxes, and market volatility.*

YesNot sureNo
I feel confident I won’t outlive my money.*

ConfidentUnsureConcerned
SECTION 5: LEGACY & INTENTIONALITY DNA (MEANING)
I have an up-to-date estate plan.*

YesOutdatedNo
Beneficiary designations are current.*

YesUnsureNo
I’ve planned for long-term care or healthcare costs.*

YesSomewhatNo
My financial decisions align with my values and priorities.*

YesSomewhatNo
YOUR ANSWERS REVEAL PATTERNS — NOT JUDGMENT. IF UNCERTAINTY APPEARED IN MULTIPLE AREAS, IT MAY BE TIME TO CONNECT THE DOTS AND BUILD A COORDINATED STRATEGY.

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Financial DNA Assessment

SECTION 1: INCOME & CASH FLOW DNA (FOUNDATION)

SECTION 2: TAX AWARENESS DNA (EFFICIENCY)

SECTION 3: RISK & PROTECTION DNA (PREPAREDNESS)

SECTION 4: RETIREMENT READINESS DNA (SUSTAINABILITY)

SECTION 5: LEGACY & INTENTIONALITY DNA (MEANING)