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Are You Prepared
Life Transitions
Present Financial Life
Retirement Planning Readiness Quiz
Retirement Planning Survey
Retirement Vision
Transitions Survey
WealthBuilder Meeting Prep
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Client Center Home
Forms
Are You Prepared
Life Transitions
Present Financial Life
Retirement Planning Readiness Quiz
Retirement Planning Survey
Retirement Vision
Transitions Survey
WealthBuilder Meeting Prep
Return to mgfs.net
Are You Prepared?
About You
Name
(Required)
First
Last
Email
(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.
1
2
3
4
5
2 ...with the income my current job or career provides me.
2
1
2
3
4
5
3 ...with my spending habits.
3
1
2
3
4
5
4 ...with the level of debt I carry.
4
1
2
3
4
5
5 ...with the “extras” that I am able to buy for myself and/or loved ones.
5
1
2
3
4
5
6 ...with the level and quality of insurance protection I currently have.
6
1
2
3
4
5
7 ...with the amount of money that I save and invest on a regular basis.
7
1
2
3
4
5
8 ...with my current investment choices.
8
1
2
3
4
5
9 ...that I am on track to build a sufficient retirement nest egg.
9
1
2
3
4
5
10 ...with the level of employee benefits I receive.
10
1
2
3
4
5
Not Prepared
Mildly Prepared
Moderately Prepared
Mostly Prepared
Very Prepared
11 ...with my style of personal bookkeeping and financial record management.
11
1
2
3
4
5
12 ...with my ability to provide financial help to family members.
12
1
2
3
4
5
13 ...with my estate plan.
13
1
2
3
4
5
14 ...with my level of charitable giving.
14
1
2
3
4
5
15 ...with the level of my financial literacy.
15
1
2
3
4
5
16 ...with my ability to communicate about my financial matters.
16
1
2
3
4
5
17 ...with the feelings I have about my finances.
17
1
2
3
4
5
18 ...that finances will not cause undue stress or strain with important relationships.
18
1
2
3
4
5
19 ...with the relationships I have with my financial service providers (i.e., insurance agent, banker, broker, financial planner, accountant).
19
1
2
3
4
5
Do you have any other thoughts to share?
Name of Advisor
Please note the advisor you are currently working with MGFS.
Barry
Tom
Adam
Other
Name
This field is for validation purposes and should be left unchanged.
