Financial Preparedness Assessment

How financially prepared are you?

Take the GET READY! Financial Preparedness Assessment. It’s quick and will help you on your journey to financial preparedness.

Financial Preparedness Assessment
Have you organized your financial documents?
Do you have a financial dashboard to monitor your cash flow and net worth?
Do you review your loans, credit cards and expenses?
Do you review your tax planning?
Do you have a financial emergency plan?
Do you have family financial meetings?
Do you review your beneficiary designations and estate plan?
Do have a plan for managing your investments?
Do you review your insurance policies?
Are you prepared for open enrollment (employer insurance, individual health insurance or medicare)?
Do you regularly monitor your identity and credit reports?
Do you wrap up loose ends at the end of the year?