1. What will you live on during retirement?

A) I’m investing and saving for my future.
B) I figure I’ll save a little and then count on Canada Pension Plan (CPP) benefits for the rest.
C) I haven’t thought that far ahead.

2. If anything were to happen to you, how would your expenses be paid?

A) I have an individual life insurance policy.
B) I have a group life policy through my job.
C) I don’t like to think about that kind of stuff.

3. How much have you saved for emergencies?

A) I have at least three months income stashed away.
B) I put away a little each month, but I always end up spending it.
C) Are you kidding?! Who has enough to save?

4. How much debt do you have?

A) I have “good” debt: a mortgage payment and not much else.
B) I have a few credit cards, but I’m working on paying them off.
C) Don’t even get me started

5. How do you handle legal questions?

A) I call my lawyers. They know what to do.
B) I check out one of those online legal advice sites.
C) I figure it will all work itself out.



Answer Key
If you answered:
Mostly A’s - Your financial future is looking good! You understand that unexpected expenses happen, and you’re ready for them. A free Financial Needs Analysis can show you what you’re doing right, ways that you could make your money work better for you and how to protect your assets!

Mostly B’s - You’re on your way! But, you could still do more. Schedule your complimentary Financial Needs Analysis and learn how you can take that start and make your way to financial independence. You can do it!

Mostly C’s - Maybe you’ve had some financial hiccups. But, there’s hope. together we can help you create a program to get you back on track. The first step is your Financial Needs Analysis. The good news is, you can turn your finances around. 

Ready For a Financial Needs Analysis?