Financial Advice Test

Financial Advice

Do you have questions or concerns about your financial plan?

Do you have questions or concerns about the financial advice you are getting?

Take our 30-second Financial Advice Test to find out if there is a BETTER way.

Yes
No
Question
Yes No
Do you know exactly how much you are paying for financial planning & / or investment advice?
   
Does your advisor ask numerous questions to test suitability before recommending a product or service?
   
Does your advisor contact you periodically to ensure you're staying on track with your financial plan?
   
Has your financial plan been updated since it was first completed?
   
Do the solutions presented feel unique and customized to your particular situation?