Full Name *

Email *

SECTION 1: L5 LONGEVITY — RETIREMENT CLARITY

Will your money last as long as you do?

For each statement, choose the number that best describes you:

0	Not true / I have no clear plan
1	Somewhat true / I have pieces, but it is not organized
2	Very true / I have this clearly handled

Q1. I know how much monthly income I want or need in retirement. *

Q2. I know what income sources will support me if I stop working. *

Q3. I know whether my business, real estate, savings, insurance, or investments can support my future lifestyle. *

Q4. I have a clear plan for turning my current income or assets into retirement income. *

Q5. I have a target retirement date or transition timeline that I am actively working toward. *

Section 1 Score:

SECTION 2: L1 LIQUIDITY — CASH FLOW CLARITY

Is your money working for you or just moving through you?

For each statement, choose the number that best describes you:

0	Not true / I have no clear plan
1	Somewhat true / I have pieces, but it is not organized
2	Very true / I have this clearly handled

Q1. I know what my current lifestyle actually costs each month. *

Q2. I know my monthly income gap if I wanted to work less, retire, or shift into a different season of life. *

Q3. I know which assets are producing income and which assets are just sitting there looking cute. *

Q4. I review my cash flow, debt, assets, and obligations regularly enough to make smart decisions. *

Q5. I have a working budget or spending plan that reflects my actual lifestyle — not just a number I made up. *

Section 2 Score:

SECTION 3: L2 · L3 · L4 PROTECTION — DISABILITY, LIFE & CARE

What could disrupt everything you’ve built?

For each statement, choose the number that best describes you:

0	Not true / I have no clear plan
1	Somewhat true / I have pieces, but it is not organized
2	Very true / I have this clearly handled

Q1. I have reviewed my life insurance, disability coverage, long-term care exposure, or family protection plan in the last 12 months. *

Q2. I know what happens financially if I get sick, pass away, become unable to work, or need care. *

Q3. My family or key decision-makers know where important financial, insurance, business, and legal documents are located. *

Q4. I have a clear plan to protect my income, assets, business, real estate, and family from avoidable financial disruption. *

Q5. I know whether my current coverage would actually be enough — or just enough to feel covered. *

Section 3 Score:

SECTION 4: L6 LEGAL LIABILITY & LEGACY

Is your legacy organized — or just assumed?

For each statement, choose the number that best describes you:

0	Not true / I have no clear plan
1	Somewhat true / I have pieces, but it is not organized
2	Very true / I have this clearly handled

Q1. I have updated beneficiaries, legal documents, ownership structures, or estate planning documents. *

Q2. I know how my assets, business interests, real estate, and insurance would transfer if something happened to me. *

Q3. I have had clear conversations with family or key people about my wishes, responsibilities, and next steps. *

Q4. I have a written legacy plan that connects my money, assets, family, business, real estate, and values. *

Q5. I have reviewed or updated my plan within the last 12 months to reflect any life, business, or financial changes. *

Section 4 Score:

Before you see your score

Take 30 seconds and answer honestly — no points, just clarity.

Do you know the top financial gap that needs your attention right now?
Do you have a 90-day action plan for improving your retirement, cash flow, protection, or legacy position?
Do you have the right support or guidance to move forward?
Are you ready to stop guessing and take the next practical step?

Keep your answers in mind as you read your results.

Your Total Score

A closer look at the strengths and gaps across each category.

SECTION 1: L5 LONGEVITY — RETIREMENT CLARITY

SECTION 2: L1 LIQUIDITY — CASH FLOW CLARITY

SECTION 3: L2 · L3 · L4 PROTECTION — DISABILITY, LIFE & CARE

SECTION 4: L6 LEGAL LIABILITY & LEGACY

Your Total Score: