Financial Planning Grader Beta

How good is your financial plan?

Financial plan grader asks you questions about your financial situation and the results provide help in the areas where you need improvement.

Don't have a financial plan and really don't know where to start?

Financial plan grader creates the perfect starting point for you as it identifies the areas in which you need work and then provides you education on what to do.

Financial plan grader provides free education regarding your personal financial situation. No matter how good, bad or non existent your financial plan is, this is the place to start.

You will not be sold any products or services nor see any advertisements. You will not be asked to reveal any numbers, account data, or personal information.

To complete the assessment and receive your results, simply submit your email address and you'll be sent a link to the questionnaire.

Then just answer the questions to the best of your knowledge and submit it. There are no wrong answers. Your results will automatically be available to you online and as a downloadable PDF document.

Your results will not only give you a grade on how you are doing right now, but provide education on the areas you have identified that need improvement.

There is no faster, easier, cheaper way to improve your financial life.

You will not be sold any products or services nor see any advertisements. You will not be asked to reveal any numbers, account data, or personal information. Privacy Policy | Disclaimer.