• 3-Minute Make WORK Optional Assessment

    Could you Make WORK Optional someday?

  • Answer 10 quick questions about your financial foundation, retirement preparation, protection and confidence.

    At the end, you'll receive your Make WORK Optional Score and see where you may have opportunities to improve.

    Important: This assessment is for educational purposes only and is intended to provide a general snapshot of your financial preparedness. It is not a financial plan and does not constitute investment, tax, legal, or insurance advice. Your results are based solely on the information you provide and should not be considered a recommendation or guarantee of future financial outcomes.

     

  • 1) Your Plan - How clear are you about your long term financial goals?*
  • 2) Retirement Target - Do you know approximately how much money you'll need to Make WORK Optional?*
  • 3) Savings - How consistently are you saving toward your future?*
  • 4) Investments - How confident are you in your investment strategy?*
  • 5) Retirement Income - Do you know where your money will come from when you stop working?*
  • 6) Debt - How would you describe your debt today?*
  • 7) Emergency Fund - Could you handle a major unexpected expense without going into debt or dipping into investments?*
  • 8) When is the last time you reviewed your insurance program?*
  • 9) Do all the pieces of your financial life work together?*
  • 10) How confident do you feel about your financial future?*

  • Your results are ready!

    Enter your information below to see your Make WORK Optional score and what it means
  • Format: (000) 000-0000.

  • We'll use your email to send your results and occassional financial insights from The Youngblood Group. We may reach out via text as well to follow-up your results. You can unsubscribe anytime. 

  • You're On the Right Track
    Your Make WORK Optional Score shows that many of the important pieces appear to be in place.

    You've built a strong foundation. Your next opportunity may be less about doing more and more about making sure everything is working together toward the same goal.

    The big questions now are:

    What's your number?
    When could work realistically become optional?
    And is there anything you could do today to get there sooner?

  • You're Building Momentum
    You've got a lot of the pieces in place. Now it's about making sure they're working together.

    You may be saving, investing and making good financial decisions, but still have some unanswered questions about how it all comes together.

    Your next step is getting clearer on:

    What's your number?
    When could work realistically become optional?
    What's the biggest gap between where you are and where you want to be?

  • You've Got an Opportunity to Improve 
    You've started putting some of the pieces in place. Now it's time to turn those pieces into a plan.

    Like most people, you may have retirement accounts, investments, insurance and other financial pieces you've accumulated over the years — but you're not completely sure how they all fit together.

    That's fixable.

    Start by answering three questions:

    Where am I today?
    Where do I want to go?
    What needs to happen to get me there?

  • Start With the Foundation 
    You've got some work to do — and that's okay. The important thing is knowing where to start.

    You don't need to solve everything at once. Focus on getting the fundamentals right and building from there.

    Plan. Invest. Protect.

    Get clear about where you are today, establish good financial habits, protect against the things that could knock you off course, and start making consistent progress toward the future you want.

    Making WORK Optional doesn't happen overnight. It starts with the next good decision.

  • Want to Know Your Actual Number? 
    Your score is a starting point. The bigger question is:

    How much would you actually need to make work optional — and when could you get there?

    If you'd like, we can look at where you are today, where you want to go, and what it may take to close the gap.

    No pressure. No obligation. Just a conversation.

     

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