Financial Wellness Assessment

No matter where you are on your life path, your financial future is determined by the steps you take today to ensure you are financially prepared for what lies ahead for you and your loved ones. The challenge is, most adults have not taken the essential steps to a safe and secure financial future.

That's where we want to help. By taking the Financial Wellness Assessment below you will discover two things:

  1. Where you are on track toward a secure financial future for you and your loved ones.
  2. Where you are at risk and what you need to address to get your financial house in order.

After taking the assessment, check your inbox right away. You’ll receive your resulting score and some important next steps based on where you are on your financial path. These steps will put you on a path to mitigate your risks and maximize your wealth so you can live the life you have always imagined, today and into your retirement years.

Using a 1 to 10 scale, determine how well you are doing when it comes to taking care of your financial future.

0 = I’ve not addressed this at all 
4 = I’ve given this some attention 
7 = I’m doing really well here
10 = I have handled this completely

Back to The Orgil Wealth Management Group 

Richardson GMP’s Background Information Document is not a comprehensive financial planning tool. It is intended to obtain information in order for  a  wealth plan to be prepared that is appropriate for your current status, and should be used in conjunction with proper suitability analysis.

Richardson GMP Limited, Member Canadian Investor Protection Fund. Richardson is a trade-mark of James Richardson & Sons, Limited. GMP is a registered trade-mark of GMP Securities L.P. Both used under the license by Richardson GMP Limited.

I. My Financial Picture

1. I know what my net worth is today and feel confident in where I have invested

2. I track my investments monthly and know the balance, current growth rate and annual ROI

3. I have documented the details of my financial picture and have made it available to someone in the case of my death

4. I review my investment strategy quarterly and make adjustments based on my goals and the market

5. I make an effort to remain informed about the economy and developing trends and how they effect my financial wellness

II. My Wealth Building Strategy

1. I know the amount I need in my portfolio at retirement in order to maintain my desired quality of life

2. I have established an amount by which I want to grow my net worth each year

3. I have accurately calculated the level of risk I can wisely take on at this stage of my wealth building process

4. I understand the tax consequences of my investment strategy and I'm confident my decisions minimize my tax liability

5. I am confident in my strategy to meet my financial goals by the time I retire

III. Protecting My Finances

1. In the event of my death, I have taken steps to protect my assets and provide for my loved ones

2. I have a liquid financial reserve of at least 6 months of living expenses to protect against an unexpected financial burden

3. I am confident in the stability of the businesses, stocks and fund managers in which I have invested

4. My investments are diversified to protect against fluctuations in the financial market

5. I have a Financial Advisor or Portfolio Manager to whom I can seek counsel from in the event of a drastic market fluctuation

IV. Support & Guidance

1. I meet regularly with a Financial Advisor or Portfolio Manager who offers guidance on my wealth building strategy

2. I am in open communication with family members and others who would be impacted by my death or any drastic change in our financial situation

3. I have a trusted professional to whom I can turn for guidance in the area of insurance

4. I have a qualified lawyer on my wealth team to whom I can turn to for legal advice

5. I have a highly qualified tax advisor or accountant that understands my financial landscape and is aware of my financial goals

V. Commitment Level

1. I am ready and willing to take the steps necessary to secure a solid financial future for myself and my loved ones

2. I understand that I need to have a qualified financial professional guide me through the wealth building and management process

3. I highly value the offer of a wealth management consultation and want to schedule one soon

Please provide your name and best email
to receive your Report of Findings.

The information submitted with this assessment or quiz will be processed and used by Yaron Orgil for the purpose of sending you your assessment or quiz results.