Am I Ready for a Financial Planner?

What does my score mean?

Your Results:

Score Range: 16–24 (Low Need for a Planner)

You might not need a financial planner right now. Your finances seem relatively straightforward, and you may feel comfortable managing them on your own. However, it’s important to periodically review your situation as life changes, so consider re-evaluating in the future.

Score Range: 25–35 (Moderate Need for a Planner)

You’re on the fence. While you have some clarity around your finances, there are areas where you could benefit from professional guidance. If you’re facing key decisions like investing for retirement, setting long-term goals, or dealing with a changing financial landscape, speaking with a financial planner could help bring confidence and focus.

Score Range: 36–48 (High Need for a Planner)

You’re ready to benefit from working with a financial planner. Whether it’s addressing complex financial situations, getting a clear plan for the future, or simply relieving the stress of managing your finances, now is a great time to seek professional advice. A planner can help you take control and feel more secure about your financial future.

Alright, now you know how ready you are for a financial planner.

But here’s the thing...

Knowing you’re ready is only HALF the battle...

It’s not enough to know you could benefit from working with a financial planner. It’s critical that you take action to strategize your financial journey….  A journey unique to you, your story, your dreams, and your mission...

Following the investing advice your friends or parents gave you? Nuh-uh.

Following social media accounts that share money ‘hacks? That’s what many people do.

But if you really want to accomplish your goals in a world where demands on your time and money are never-ending, then partner with a financial planner who has your best interests at the center of it all.

Read on to learn about our Financial Fast Track, 8-week, 1-on-1 program.   

You can go beyond generic advice and ‘hope-it-works’ investing...

And create your own unique, thoughtful, and genuinely beneficial financial plan for your future.

  • THIS is the secret to turning monthly paychecks into a secure retirement.

  • THIS is the secret to accomplishing aspirational goals that will knock-out the ‘what-ifs’ and ‘I-should-haves’.

  • THIS is the secret to living life your way – even through job changes and market crashes.

  • THIS is the secret to feeling self-sufficient and generous.

And in the Financial Fast Track Program, that’s exactly what you’ll do.

  • We will organize your financial life and draft your future goals.

  • We will review potential paths and customize your financial plan - including how to optimize your investments.

  • We will execute the plan together, with coaching and accountability along the way.

So if you’re ready to take your financial life from mushy to mastered and future-proof your retirement...

Then let’s have a 15-min chat and get started.

Excited for your future…

(Would you like to review the quiz questions again? Click HERE)