Creating a Game Plan

Financial planning throughout life’s stages

Creating a game plan for all of the stages of your life
Financial planning through life’s stages

Financial security products and services for the planning cycle
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Financial Literacy Survey

See how your current situation compares to what the experts say

Financial security planning is about more than just retirement planning – it’s about building a financial strategy that considers your immediate needs and your long-term goals and dreams.

This survey is designed to help you answer questions about how you understand and treat money. Everyone has a relationship with money, and part of my process is to transform negative experiences into positive practives, and to nurture healthy relationships along the way.

Once you’ve completed the survey, you’ll recieve an email within 2 business days with insight into your financial foundation. You’ll also have the ability to recieive updates from “Money Goggles”, the blog center of my website where I post thoughts and ideas about the financial world.

Financial Literacy Quiz
How old are you?
Do you have specific financial goals? (select up to 5 answers)

Are you retired?
Which best describes your work situation?
Which describes your monthly budget?
How would you define your relationship with money?
How do you feel you are prepared for the future, whether it is buying a first house, preparing for a family, or getting ready for retirement?
Which of the following do you own? (select all applicable answers)
What kind of Life Insurance do you have?
What is your relationship with your advisor (if you have one)
What do you think the role of a Financial Advisor is? (select up to 3 answers)
What are your feelings toward insurance?
How much do you have in your emergency fund?
How would you describe your knowledge of investing?
Because of your age, you have a unique set of circumstances not covered in this survey. Would you like to talk with an advisor and learn more about the value of financial advice and having a financial plan?
Would it be okay for me to email you with the results of the survey and to answer any questions you may have? *

“Long term thinking and planning enhances short term decision making.”

– Manoj Arora