|
|
|
Online Financial AssessmentWhat you get:
Click here to view a sample of Free Online Financial Assessment (PDF)
How it works: Using a friendly, chat-based interview, you are asked to estimate basic components of your personal financial situation. Here's an example of some questions from the interview:
You set the pace of the interview and, if necessary, can stop and continue at a later time. Feel free to adjust your estimates and generate updated results as often as you like. Based on the data collected during the interview, People's Financial Advisor automatically calculates your financial position relative to your age and personal situation.
Next steps: Get an in-depth analysis of your financial behavior, and see how much you can save through smarter tax and investment management. Or, alternatively, get a comprehensive financial plan including a personally tailored roadmap to financial independence. |