Financial Horizon Assessment

Completion requirements

Please rate each of the following statements on a scale of 1 to 5, where 1 means "Strongly Disagree" and 5 means "Strongly Agree." After ranking your agreement, click submit to see your overall readiness for that particular area.

Investing

	Strongly Disagree	Strongly Agree
I have a clear understanding of my risk tolerance.
My investments are diversified across different asset classes (e.g., stocks, bonds, real estate).
I regularly review and adjust my investment portfolio.
I have long-term investment goals and a plan to achieve them.
I have short-term investment goals and a plan to achieve them.

Saving

	Strongly Disagree	Strongly Agree
I have an emergency fund with 3-6 months' worth of living expenses.
I have clear short-term saving goals (e.g., vacation, new car).
I have clear long-term saving goals (e.g., home purchase, children’s education).
I am saving for retirement (e.g., 401(k), IRA).
I have a budget that allocates money to saving and investment.

Estate Planning

	Strongly Disagree	Strongly Agree
I have a will in place.
I have designated a power of attorney.
I have set up trusts for asset protection and/or legacy planning.
I have updated beneficiary designations for my accounts and insurance policies.
I have discussed my estate plans with relevant family members.

◄ Protecting Assets for Future Generations

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