Assessment
Financial Assessment
15 questions across three pillars — Money Management, Investment, and Succession Planning. Takes around 5 minutes.
Section 1 of 30% complete
Money Management
How you earn, spend, and track your day-to-day financial life.
1.You and your partner both know your combined monthly income to within 5%.
2.You review your shared spending together at least once a month.
3.You have a shared emergency fund covering at least 3 months of expenses.
4.When one partner makes a large purchase (>$500), the other knows about it beforehand.
5.You have a clear, agreed-upon system for splitting or pooling household expenses.
Answer all 5 questions to continue