CLIENT PORTAL
Welcome to Your Financial Command Center
Access your platforms, download resources, and stay connected with Financial Legacy Builders. Everything you need in one place.
Financial Assessments
Take a few minutes to discover more about your financial life. Each assessment gives you personalized results instantly.
Financial Readiness Index™
Measure your readiness across the ten core areas of financial planning and get your score.
Start AssessmentMoney Personality Blueprint
Discover how you think, feel, and behave with money, and your strengths and blind spots.
Start QuizNew Client Welcome Form
Share the essentials so we can start building your personalized plan.
Get StartedCore Values Assessment™
Discover your top values and see how your plan protects what matters most.
Start AssessmentLiquidity Needs Assessment™
Get a personalized emergency-fund target based on your real life, not a generic rule.
Start AssessmentCommunication & Decision Profile™
Discover how you naturally communicate and make decisions, so we can serve you best.
Start ProfileMoney Awareness Window™
Explore the beliefs and patterns behind your financial behavior and decisions.
Start AssessmentWho's In Your Corner™
Map the professional team supporting your financial life and find any gaps.
Start AssessmentComprehensive Investment Risk Profile™
Understand the risk you can take, are willing to take, and may require.
Start AssessmentHealth & Longevity Overview™
See how your health and longevity may affect your insurance and financial plan.
Start AssessmentWheel of Life™
See how balanced and satisfied you feel across the eight areas that make up your life today.
Start AssessmentBehavioral Decision Profile™
Uncover the mental patterns and biases that quietly shape your financial decisions.
Start AssessmentFinancial Confidence & Literacy Assessment™
Find out what you know, where you feel confident, and where guidance may help most.
Start AssessmentRetirement Readiness & Life Design Assessment™
See how ready you are for the life you want retirement to support, not just the date.
Start AssessmentPersonal Readiness Assessment™
Design the life you want before you build the financial plan to support it.
Start AssessmentFuture Vision Assessment™
Design the life you want before you design the plan to pay for it.
Start AssessmentInvestment Compass™
Build your personal guide for every market, based on your goals, not the headlines.
Start AssessmentInvestment DNA™
Discover how you want your money managed, from growth and risk to innovation and diversification.
Start AssessmentTechnology Platforms
Access your financial tools and download mobile apps for on-the-go management.
Knowledge Center
Access helpful resources, important documents, and financial planning tools.
The 10-Step Course
Work through the course one step at a time. Each step includes a video lesson and its accompanying slides.
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