Finance Quiz Torrance

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1. How Old are you? *

2. What is your currently monthly income from all your revenue streams? *

What is your relationship status? *

Single
In a committed relationship or engaged
Married or domestic partnership
Other or I’d prefer not to say

4. Do you have children? *

Yes
No

5. Do you have a Mortgage? *

Yes
No

6. Do you set aside savings each month? *

Yes
Only some months
No

7. Do you have an emergency fund of 3 months or more? *

Yes
No

8. Do you carry a credit card balance or have personal loans that have an interest rate above 8%? *

Yes
No

9. Do you keep more than two times your monthly expenses in your checking account? *

Yes
No

10. Do you have any money in a savings account? *

Yes
No
Not sure

11. How much interest per year do you earn in your savings account? *

Do you have any of the following types of investment accounts? Brokerage/taxable account, Individual retirement account (e.g. IRA, Roth IRA), Employer retirement account (e.g. 401(k) or 403(b)) *

Yes
No

13. Is your investment portfolio allocation in line with your risk tolerance and capacity? *

Yes
No
Not sure

14. Do you hold any mutual funds or ETFs in your investment portfolio? *

Yes
No
Not sure

15. Does your current employer offer a retirement savings account, for example, a 401(k)? *

Yes
No
Not sure

16. Do you contribute to the retirement savings account? *

Yes
No
Not sure

17. Does your employer have a program to match retirement contributions? *

Yes
No
Not sure

18. Do you take full advantage of the retirement contribution match program? *

Yes
No
Not sure

19. Do you have life and disability insurance policies in place? *

20. Do you have an estate plan in place including a will, a financial power of attorney, and an advance health care directive? *

Yes
No
Some components
Not sure

21. For any future major expenses (for example, buying a home or having a child), have you identified the amount of money needed and over what timeframe? *

Yes
No
I have a rough idea

22. Are you on track to meet your goals for future major expenses and retirement? *

Yes
No
Not sure

23. How has your experience been with past Financial Advisors? *

Great!
Ok
Terrible
I do it myself

24. If you were to pass before your spouse, my spouse would… *

25. What is your zip code? *

26. First & Last Name *

27. Best Email (your advisor will send calculation data to this email) *

28. Phone Number (an advisor will contact you regarding your free savings plan) *

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