Financial Power Audit

Ten questions. Five minutes. One clear next step.

Honest answers only. There are no wrong ones, and there is no test you can fail. At the end, the audit tells you which rung on the CFC ladder makes sense for you right now.

1. Where would you put yourself today, honestly?

2. When did you last open every account and look at the totals?

3. What feels most uncomfortable right now?

4. How much money are you actually responsible for thinking about?

5. Who currently helps you with money decisions?

6. Could you read a portfolio statement today and explain every line?

7. How do you feel about discussing fees with an advisor?

8. Any major money event on the near horizon? (inheritance, divorce, business sale, big move)

9. What outcome would matter most to you over the next year?

10. If you had a free Sunday morning, would you spend it on this?

0 of 10 answered
This is financial education, not financial advice. No recommendations are given for individual products, securities, or strategies.