Quiz Instructions:

 

Answer the following questions by choosing the number that best describes your situation. Add up your score as you go. Use the scale from 1 (strongly disagree) to 10 (strongly agree). Once you’ve answered all questions, total your score and scroll down to see your results.

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Quiz Questions:

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1. I have clear financial goals for the next 5-10 years.
   (1) Strongly Disagree — (10) Strongly Agree

2. I feel confident in managing my investments.
   (1) Strongly Disagree — (10) Strongly Agree

3. I track my expenses and have a solid budget in place.
   (1) Strongly Disagree — (10) Strongly Agree

4. I’m confident I’m on track to retire comfortably.
   (1) Strongly Disagree — (10) Strongly Agree

5. I have a plan for minimizing taxes on my income and investments.
   (1) Strongly Disagree — (10) Strongly Agree

6. I feel informed and confident when making big financial decisions.
   (1) Strongly Disagree — (10) Strongly Agree

7. My estate plan is up-to-date and aligns with my current goals.
   (1) Strongly Disagree — (10) Strongly Agree

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Results:

Total Score: Add up your numbers to see your result.

• 70-80 Points:
  You’re doing exceptionally well! You likely have a strong financial foundation and good habits. A financial advisor could help fine-tune your strategies for even better results.

• 50-69 Points:
  You’re on the right track, but there’s room for improvement. A financial advisor can help you solidify your plans, gain confidence, and optimize your financial future.

• Below 50 Points:
  It seems like you could greatly benefit from working with a financial advisor. From setting goals to managing investments and planning for the future, Wolf Pack Wealth is here to guide you every step of the way.

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