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Are You Prepared?

About You

Name(Required)
The statements below will help you to think about and assess how prepared you are with many aspects of your financial life. Select and record your level of preparedness for each statement.

I feel I am Prepared...

 
Not Prepared Mildly Prepared Moderately Prepared Mostly Prepared Very Prepared
1 ...with my ability to meet my financial obligations.
1 ...with my ability to meet my financial obligations.
2 ...with the income my current job or career provides me.
2
3 ...with my spending habits.
3
4 ...with the level of debt I carry.
4
5 ...with the “extras” that I am able to buy for myself and/or loved ones.
5
6 ...with the level and quality of insurance protection I currently have.
6
7 ...with the amount of money that I save and invest on a regular basis.
7
8 ...with my current investment choices.
8
9 ...that I am on track to build a sufficient retirement nest egg.
9
10 ...with the level of employee benefits I receive.
10
 
Not Prepared Mildly Prepared Moderately Prepared Mostly Prepared Very Prepared
11 ...with my style of personal bookkeeping and financial record management.
11
12 ...with my ability to provide financial help to family members.
12
13 ...with my estate plan.
13
14 ...with my level of charitable giving.
14
15 ...with the level of my financial literacy.
15
16 ...with my ability to communicate about my financial matters.
16
17 ...with the feelings I have about my finances.
17
18 ...that finances will not cause undue stress or strain with important relationships.
18
19 ...with the relationships I have with my financial service providers (i.e., insurance agent, banker, broker, financial planner, accountant).
19

Name of Advisor
Please note the advisor you are currently working with MGFS.
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Copyright 2021 – MGFS.

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. WFS does not provide tax or legal advice. Office address: 1801 S. Meyers Road, Suite 150, Oakbrook Terrace, IL 60181. Branch phone 630-812-2880.