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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  • Format: (000) 000-0000.

  • SECTION 1: INCOME & CASH FLOW DNA (FOUNDATION)

  • I clearly understand where my money goes each month.*
  • My income supports both my current lifestyle and future goals.*
  • I have a plan for bonuses, raises, or irregular income.*
  • My spending aligns with what matters most to me.*

  • SECTION 2: TAX AWARENESS DNA (EFFICIENCY)

  • I understand how taxes impact my income and investments.*
  • I proactively plan to reduce lifetime taxes.*
  • My retirement and investment accounts are structured for tax efficiency.*
  • My tax and financial strategies are coordinated.*

  • SECTION 3: RISK & PROTECTION DNA (PREPAREDNESS)

  • If my income stopped, I know how long I’d be financially stable.*
  • I have appropriate insurance coverage for my life stage.*
  • My protection strategy has been reviewed in the last 2–3 years.*
  • A major illness or life event would not derail my finances.*

  • SECTION 4: RETIREMENT READINESS DNA (SUSTAINABILITY)

  • I know when I want to retire and what it will cost.*
  • I understand where my retirement income will come from.*
  • My plan accounts for inflation, taxes, and market volatility.*
  • I feel confident I won’t outlive my money.*

  • SECTION 5: LEGACY & INTENTIONALITY DNA (MEANING)

  • I have an up-to-date estate plan.*
  • Beneficiary designations are current.*
  • I’ve planned for long-term care or healthcare costs.*
  • My financial decisions align with my values and priorities.*

  • 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.

    PRESS SUBMIT TO LEARN YOUR FINANCIAL DNA

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