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.