Behavioral Financial Assessments​

Financial assessments will help you gain a better understanding of your current financial situation. Explore our assessments below to learn more.

Wealth Potential

What's your potential for building and maintaining wealth?

Wealth Potential

Take the assessment

Financial Planning

Get started below to learn how your financial planning habits stack up against others

Financial Planning

Start Planning

Financial Control

Who or what controls your financial future?

Financial Control

Go

Spending Patterns

How do your spending, shopping, and consumer attitudes compare to others?

Spending Patterns

Check Your Spending

Career Fit

Do you fit with your current job?? Are you satisfied with your career path? Once you finish, you will receive customized feedback

Career Fit

Learn More

Investor Composure

What's your typical reaction when markets move?

Investor Composure

Take the Test