How it Works

Complete a series of focused questions across 8 core service areas to assess the fit with your current advisor.

Receive a detailed, visual breakdown that highlights where your needs align, and where they don't, across each category.

Get a better understanding of how financial professionals provide value (or don't) so you can find the right one for you.

The quiz evaluates the following key areas:

Do they act in your best interest, how often do they contact you, do you feel valued, what are their expertise and experience?

Price is what you pay, value is what you get. Do fees align with the services you receive? Are you paying for expertise or a fancy office?

Are you invested in expensive products? Do they invest actively or passively? Do they employ tax efficient strategies?

Are portfolio assets matched to your specific liabilities and withdrawals? Is your income insulated from short-term market swings?

Do they provide a living plan or a static 50 page printout? Estate planning advice? Ongoing tax projections? Help make financial decisions?

Are they helping you actively employ tax strategies throughout the year to minimize tax bills? Do they prepare and file your tax returns?