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What's Your Financial Competency?

My planning practice involves working with a lot of DIY type clients. They do their research and are fairly knowledgeable about personal finances, but are sometimes blinded by over confidence. People don't know what they don't know. As our relationship and their plan evolves, it is my job to explore alternative options they have not entertained. For example, people may feel they are doing well financially if they spend less than they make, pay their bills on time and hey - don't even carry a credit card balance! Here is a tool to give you a more complete handle on your finances. Reach out to me if you think perhaps as a result of this activity you could be doing better with your money!

Financial Competency Assessment