Step 1 – Take the test. See how you score.
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Information
Financial Preparedness
Assessment
Understanding your quality and degree of financial awareness, risk profile and state of preparedness is the first step to closing your gaps and protecting the things you value most. You have spent your life getting to where you are now, working tirelessly to build this life, so protect it.
[All information collected is used for statistical data gathering for the sole purpose of evolving the REINVEST package and offering to better serve our members. Any information collected is not distributed or sold to any third party companies or individuals and protected by Privacy laws, REINVEST and REIN Canada.]
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Results
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Categories
- Maximization 0%
- Minimization 0%
- Preparedness 0%
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Your overall score gives insight into the areas that may cause problems in the event of a sudden and unexpected change within your life, be it from familial loss, job loss, natural disaster, property loss, economic collapse, or other.
Did you score as high as you thought you would?
Perhaps you aren’t as prepared and
protected as you think you are.Act now, procrastinate later.
Now is the time to protect what you have built for yourself and your family.
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- Answered
- Review
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Question 1 of 15
1. Question
Do you know where all your pertinent financial data is located physically and/or digitally for the items below? Select all options that apply.
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Question 2 of 15
2. Question
Do you know where all your instruments for access are for the items listed below? Select all that apply.
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Question 3 of 15
3. Question
Do you have all of your financial information organized, current, located in one place in a physical construct that is both fire-proof and water resistant with its whereabouts known by loved ones?
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Question 4 of 15
4. Question
Do you have insurance policies on the following? Select all that apply.
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Question 5 of 15
5. Question
Do you have a will that is less than two years old?
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Question 6 of 15
6. Question
Are you 100% on your personal, familial financial exposure to the following? Select all that apply.
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Question 7 of 15
7. Question
Are you tax filings up to date for the following? Select all that apply.
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Question 8 of 15
8. Question
Are you utilizing 100% of all tax deductions available to you:
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Question 9 of 15
9. Question
Are you 100% clear on all finance solutions/reductions available to you for the following? Select all that apply.
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Question 10 of 15
10. Question
Are you clear and understand comfortably the investments you’ve made in/with the following? Select all that apply.
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Question 11 of 15
11. Question
Are you 100% confident with your real estate portfolio for its ________? Select all that apply.
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Question 12 of 15
12. Question
Is your current financial plan more than 2 years old?
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Question 13 of 15
13. Question
Are you confident that your current plan will meet your evolving financial needs?
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Question 14 of 15
14. Question
Are you clear on the direction of your financial plan’s outcome…
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Question 15 of 15
15. Question
Are you comfortable with your plans alignment to your values given the following. Select all that apply.