Most financial assessments begin with money. This one begins with you. Money is a tool, not the destination.
This assessment will help you identify what matters most, recognize where your current life may be misaligned with your values, and understand where financial planning can help close those gaps.
The FLB Personal Readiness Assessment™ is an educational planning tool designed to facilitate discussion regarding life priorities, personal goals, and areas where financial planning may support those goals. It is not intended to diagnose physical or mental health conditions, provide medical, psychological, legal, or therapeutic advice, or replace consultation with qualified professionals. Results are based solely on client responses and should be used as one component of a broader financial planning process.
Enter your details so your advisor can review your Personal Readiness Assessment with you.