Where are you in your financial planning journey?

Trusted advice is key for financial planning at each stage of life. Whether you're just starting to invest or approaching retirement, a professional advisor could help you navigate the financial planning journey.

 

Take the quiz to see where you stand and connect with a financial advisor for help achieving your goals.

Question 1

What stage of the financial journey best describes you?

A:

Starting to establish myself financially.

A:
Starting to establish myself financially.
A:
Starting to establish myself financially.
B:
Learning how to be a smart investor.
B:
Learning how to be a smart investor.
C:
Building equity and enjoying my life.
C:
Building equity and enjoying my life.
D:
Approaching retirement and it’s a top priority.
D:
Approaching retirement and it’s a top priority.
E:
Managing wealth and planning my legacy.
E:
Managing wealth and planning my legacy.
Question 2

How comfortable are you with your current strategy for saving and investing?

A:
Not very comfortable and uncertain about my decisions.
A:
Not very comfortable and uncertain about my decisions.
B:
Somewhat comfortable but not sure if my strategy and efforts are aligned.
B:
Somewhat comfortable but not sure if my strategy and efforts are aligned.
C:
Comfortable, so far, but would like to see more growth.
C:
Comfortable, so far, but would like to see more growth.
D:
Fairly comfortable, but looking for ways to protect my nest egg.
D:
Fairly comfortable, but looking for ways to protect my nest egg.
E:
Very comfortable.
E:
Very comfortable.
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Question 3

What does your vision for retirement look like?

A:
It’s hard to picture right now with so many other priorities on the go.
A:
It’s hard to picture right now with so many other priorities on the go.
B:
Securing enough income to live comfortably.
B:
Securing enough income to live comfortably.
C:
Having the freedom to golf or travel as much as I want.
C:
Having the freedom to golf or travel as much as I want.
D:
Staying healthy, volunteering and being part of my community.
D:
Staying healthy, volunteering and being part of my community.
E:
Being financially able to help my children and grandchildren.
E:
Being financially able to help my children and grandchildren.
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Question 4

How would you characterize your current financial plan?

A:
Beyond budgeting and saving, what more do I need to do?
A:
Beyond budgeting and saving, what more do I need to do?
B:
It's a loose plan that could use more direction.
B:
It's a loose plan that could use more direction.
C:
I don’t feel it’s helping me achieve the growth I want.
C:
I don’t feel it’s helping me achieve the growth I want.
D:
It could use updating as I get closer to retirement.
D:
It could use updating as I get closer to retirement.
E:
My plan is regularly monitored and in line with my goals.
E:
My plan is regularly monitored and in line with my goals.
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Question 5

When it comes to family and financial planning, what is your top priority right now?

A:
Figuring out the needs for our growing family.
A:
Figuring out the needs for our growing family.
B:
Saving for college education.
B:
Saving for college education.
C:
Ensuring a strong financial future for my children.
C:
Ensuring a strong financial future for my children.
D:
Having a plan for healthcare and unexpected expenses in retirement.
D:
Having a plan for healthcare and unexpected expenses in retirement.
E:
Ensuring my family will be taken care of if I am unable to.
E:
Ensuring my family will be taken care of if I am unable to.
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