Your Financial Fitness

JavaScript isn't enabled in your browser, so this file can't be opened. Enable and reload.

Email *

I have a safety net of one years’ expenses in liquid assets.

Strongly Disagree

Strongly Agree

Clear selection

I have a comprehensive financial plan in place that is updated annually? *

Strongly Disagree

Strongly Agree

I have an updated Living Will and Power of Attorney in place. *

Strongly Disagree

Strongly Agree

I have assessed my risk tolerance and made sure it is in alignment with my investment strategy? *

Strongly Disagree

Strongly Agree

I am satisfied with my current strategy and the tax efficiency of my investments. *

Strongly disagree

Strongly agree

I am confident that my (and my spouse’s) retirement funds will be adequate, even if we live very long lives. *

Strongly disagree

Strongly agree

My parents are enjoying retirement and will not require my financial support or tax-advantaged long-term care. *

Strongly disagree

Strongly agree

Income to my family is assured in the event that I cannot work, or in the event of my death. *

Strongly disagree

Strongly agree

I have recently audited my existing insurance policies and estate plan. *

Strongly disagree

Strongly agree

Now add up all your points

I have my score.

If you own a business there are 5 more questions to consider: Does your estate have sufficient liquidity to protect the value of your business at your death? Do you know who will operate your business in the event you die, become disabled or retire? Do you have a buy sell arrangement in place that is currently funded? Have you reviewed your employee benefit program within the last two years? Have you analyzed the fully disclosed fees and pricing of your company’s retirement plan? *

I'd like to discuss this

n/a

I'm confident in all these areas

I have questions about:

Whether you are a current investor and confident financially, or are just curious about these topics, we thank you for this input. It helps us understand where people are at in their planning and helps us understand differing priorities. If you'd like to discuss any of this further, let us know with your information below and we will reach out. These conversations are important for all of us. Please also feel free to leave this section blank if you're just contemplating these ideas and not needing a conversation right now. Thank you again.

This is interesting. It would be good to connect. Please reach out with more information.

Name :

A copy of your responses will be emailed to the address you provided.

Submit

Clear form

Never submit passwords through Google Forms.

reCAPTCHA

Privacy Terms

This form was created inside of Hicok Financial Solutions. Report Abuse

Forms