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FIND OUT WHAT YOUR FINANCIAL DNA IS!
Ever dream of being financially independent? Our day-to-day lives are often so busy that we don’t get a chance to sit down and take a “big picture” approach to our finances. An approach that examines not just our income, debt and investments, but considers our goals and dreams for a happy and healthy future. But where do you start?
Take this quiz and get a quick and easy snapshot of your current financial DNA. It will also help point out some areas that might have been overlooked. It’s an informative and effective way to get a picture of your financial status, and you will not be asked to submit any personal or confidential information.
To arrange a more in-depth Financial DNA Needs Analysis with one of our qualified financial consultants, don’t hesitate to contact us at (514) 866-3221, or use our contact form, and we will arrange a mutually convenient time to help you reach your goals. It’s free and there is absolutely no obligation.
How would you describe yourself? |
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I know my monthly expenses and always try to put aside a little bit for a rainy day. But, it’s not always as much as I would like. |
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I like to live in the moment. I don’t have an exact sense of what I spend, but I’ve earned the right to spoil myself a little. |
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I’d say I have a pretty good handle on my finances. I live comfortably and I save regularly. |
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I’m confident. I expect to pay off my debts earlier than expected. |
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Currently I am paying off... |
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A mortgage... |
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A car loan... |
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Student loans... |
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Credit cards... |
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Other loans/debts... |
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I feel POSITIVE that... |
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My hard-earned investments are protected from creditors. |
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My money is growing on the most tax efficient basis. |
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Market fluctuations don’t worry or affect me. |
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Health & Wellbeing - How would you describe your general health? |
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I am POSITIVE that... |
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If I was suddenly disabled or became critically ill, I’d have adequate protection. |
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My assets would be secure in the face of a lawsuit. |
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My estate would be easily settled and family would know my wishes, if I were to pass away tomorrow. |
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If something unexpected were to happen, I’d have access to an emergency fund. |
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How are you and your family currently protected? |
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I have life insurance. |
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I have health insurance. |
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I have life and health insurance. |
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I’m covered under my employer. |
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I don’t have any insurance at all. |
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I would like to save for... |
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A new car. |
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A vacation. |
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My child’s education. |
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A home. |
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My retirement. |
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Other. |
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I know my goals for the next... |
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1 to 4 years. |
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5 to 9 years. |
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10 years and over. |
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How many years from now do you expect to retire? |
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