Whose advice are you scoring?

Start typing and pick the firm from the list, or type the name in if it is not there. Your report names the firm, so it is clear whose advice was measured.

Firm that provided your advice

What applies to your life?

Check everything that applies. This only decides which topics you are scored on, so nothing that does not apply counts against you. Nothing here leaves your device unless you choose to share the report.

Family

Married / partneredSpouse or partner whose finances are part of the planMinor children or dependentsGuardianship, life insurance need, dependent planningEducation funding goalsCollege or private school funding for children/grandchildrenSpecial-needs dependentDependent requiring lifetime support planning

Work and compensation

Business owner / self-employedOwns a closely-held business or has self-employment incomeEmployed with employer benefitsHas access to group benefits, retirement plan at workEquity compensationRSUs, ISOs, NSOs, ESPP, or concentrated employer stockPension entitlementDefined-benefit pension with payout elections

Wealth and property

Estate-tax exposure / HNWNet worth near or above federal/state estate exemptionRental / investment real estateOwns income property or significant direct real estateCharitable intentMeaningful current or legacy giving goalsNon-citizen spouse / cross-borderQDOT, treaty, or multi-jurisdiction issues

Life transitions

Within ~10 years of retirement or retiredDistribution-phase topics apply (claiming, RMDs, Medicare)Divorce (pending or recent)Property division, support, QDRO issuesAging-parent / elder careCaregiving or financial responsibility for eldersSudden wealth eventInheritance, windfall, liquidity event, settlement

Next: rate your advice →