How much do you know about your financial plan?

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Find out your personal financial IQ!

Take the brief 10 question quiz to find out!

This assessment will help you find out the next step in your financial plan and possible adjustments that you could make today.

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I know the exact coverage amount that I have for auto, homeowners, umbrella, long term care and health insurance.* This field is required.

Agree

Disagree

Not Sure

4

I know the differences between term, universal, and whole life insurance and the details of my coverage.* This field is required.

Agree

Disagree

Not Sure

5

I know what qualifies me to receive my benefits on my disability policy and my long term care policy.* This field is required.

Agree

Disagree

Not Sure

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I know that the average person pays between 8-12% of their income towards insurance coverages (auto, home, umbrella, health, long term care, disability, life insurance).* This field is required.

Agree

Disagree

Not Sure

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I’m saving 20% or more of my gross income and have a strategy to pay off debt while maximizing savings.* This field is required.

Agree

Disagree

Not Sure

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I’m building a balanced plan using tax free, tax deferred, and taxable assets.* This field is required.

Agree

Disagree

Not Sure

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My mortgage payments (principal and interest) or rent payments are less than 15% of my gross income.* This field is required.

Agree

Disagree

Not Sure

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Not all my savings goes towards 401ks and/or IRAs (“retirement accounts”).* This field is required.

Agree

Disagree

Not Sure

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I have a strategy in retirement that doesn’t require me to live only on the interest generated by my investments.* This field is required.

Agree

Disagree

Not Sure

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When I retire I will be in a higher income tax bracket because my income will be higher.* This field is required.

Agree

Disagree

Not Sure

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Your Score

Did you score lower than 90?

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Your Name* This field is required.

First Name

Last Name

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How did you hear about us?* This field is required.Guardian does not issue nor advise for Auto, Homeowners, Umbrella, or Health Insurance. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 2022-136618 Exp. 4/24

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Email

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Your Email (for your score)* This field is required.After completing the brief assessment and filling in your contact information you will receive an email with your score. In addition, you will receive a checklist of areas in your finances that you can improve in. If you score lower than 90 we can provide you with actionable steps right now that you could take to improve your plan.

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