Q1. Income Security

If your paycheck stopped tomorrow, how long could you comfortably sustain your lifestyle? *

I’d be out of money almost immediately

I could scrape by for a few months

I’d manage for about half a year

I’m set for a year or longer

Q2 — Smart Tax Planning

How well are you currently minimizing taxes and keeping more of what you earn? *

I don’t have any tax strategy in place

I just rely on my employer or basic retirement account

I use some tax-advantaged accounts (like an IRA or 529)

I actively use advanced, tax-free growth strategies

Q3 — Protecting Your Legacy

How prepared are you to transfer wealth smoothly to your loved ones? *

I haven’t done any planning yet

I only have the basics in place (like a simple will)

I’ve added some planning (trusts or insurance)

I have a full estate plan that avoids probate and ensures tax-free transfer

Q4 — Future Education

How prepared are you to fund future education expenses for your children (or loved ones)? *

I haven’t started saving yet

I’ve put aside a little but not consistently

I’m using tax-advantaged accounts (like a 529 plan)

I have a fully structured education funding plan in place

Q5 — Market Resilience

If the market dropped significantly, how protected would your finances be? *

I’d be in serious financial trouble

I’d take a big hit but could recover over time

I’m diversified, but not fully protected

I’m well-protected with strategies that replace income and reduce risk

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