How many coordination gaps & missed opportunities do you see? If you answer "No" to any questions, follow the answers...

Financial Basics:

I have prioritized my financial goals.

I see the “big picture” of my financial situation.

I am on track to accomplish my financial objectives.

Any No's? Find your answers here.

I understand and am comfortable with the risk associated with my investments.

I am satisfied with my present rate of investment accumulation.

My investment portfolio is receiving the kind of return I need/expect.

Any No’s? Here are your answers.

I am saving for college using the most tax efficient methods.

I know how to qualify for merit and need-based aid.

I am using the best college funding plans for my situation.

Any No’s? Discover your answers.

I’m on track to retire when I want to.

I understand the impact of inflation on my retirement planning.

I have outlined my financial future with specific, understandable projections.

Any No’s? Find your answers here.

I know when to spend more money and when to spend less during retirement.

I know how much income I can expect my money to produce, and for how long.

I know the impact of taxes on my Social Security income.

Any No's? Here are your answers.