Free · Takes ~15 minutes

Financial Planning Fundamentals

18 questions that help you organize your complete financial picture. At the end, you'll receive a printable one-page summary — ideal for a first conversation with a financial advisor.

Financial Basics

What is your current age range?

What is your approximate annual household income (before tax)?

What is your approximate net worth (assets minus liabilities)?

What is your current employment status?

Goals & Timeline

What is your primary financial goal for the next 5 years?

What is your target retirement age (or financial independence age)?

How many years until you plan to make your largest planned financial withdrawal (retirement, major purchase, etc.)?

Do you have specific savings targets written down?

Protection & Insurance

How many months of living expenses do you have in readily accessible savings?

Do you have a will or living trust?

Do you have adequate life insurance?

Do you have disability income insurance?

Debt & Liabilities

What types of debt do you currently carry?

Are you on track to pay off all high-interest debt (>7%) within the next 2 years?

Investment & Portfolio

What percentage of your monthly income do you currently invest or save?

What is your current investment portfolio primarily invested in?

Do you have a financial advisor or wealth manager?

Reflection

The area of my finances I feel least organized or confident about is:

Free. Printable summary generated immediately.