YesNoSomewhat

None1-3 Months6 + Months

YesNoNot Sure

YesNoSometimes

MiserlyLavishHaphazardGenerous

YesNo

FewSomeMost

Do NothingRaise CashRotate HoldingsNot Sure

Not at allModeratelyVeryExtremely

N/ANoviceLeader

YesNoNot Sure

YesNo

Not at allModeratelyVeryExtremely

Not at allModeratelyVeryExtremely

YesNo

The Money Test ™

C
L
E
A
R
M
O
N
E
Y
P
A
T
H
!
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Take the Money Test ™

The Money Test makes your life easier. It simplifies money management into 3 key principles. And with each principle you get 5 tips to conquer any financial challenge.

These 15 questions will identify the priorities for improving your financial life.

Instruction Number
Take the test to
identify your needs
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your money system
Instruction Number
Experience the
confidence of a
Clear Money Path

It only takes 5 minutes to take charge of your financial life.

C-L-E-A-R

Principle 1:

Spend Less Than You Make

Personal Finance

M-O-N-E-Y

Principle 2:

Sow and Reap

Wise Investing

P-A-T-H-!

Principle 3:

Seed the Future

Legacy & Estate Planning

Always free with no obligation

Question 1 of 15

"C" is for "Charity"

Next

Is charitable giving a strategic and satisfying part of your budget?

Question 2 of 15

"L" is for "Liquity"

Prev
Next

How many months of living expenses does your emergency fund cover?

Question 3 of 15

"E" is for "Elminate Debt"

Prev
Next

Are you worried about your current level of household or business debt?

Question 4 of 15

"A" is for Austerity

Prev
Next

Do you avoid a consumptive lifestyle and demonstrate the ability to ‘tighten your belt’ when times are tough?

Question 5 of 15

"R" is for "Reward Achievement"

Prev
Next

How would you describe your practice of rewarding achievement for yourself or your loved ones?

Question 6 of 15

"M" is for "Manage Risks"

Prev
Next

You deserve to know exactly how much you should be saving and the rate of return you need to achieve your goals. Have you received an analysis that provides that important information?

Question 7 of 15

"O" is for "Own Companies, not Markets"

Prev
Next

How many of your investments can you name, or at least explain the basics?

Question 8 of 15

"N" is for "Never Time the Market"

Prev
Next

Regarding long-term investments, if you or your investment manager believed the odds of a recession were high, would you want them to:

Question 9 of 15

"E" is for "Eliminate Unnecessary Fees"

Prev
Next

How knowledgeable do you feel about the fees you are paying for your financial and investment advice?

Question 10 of 15

"Y" is for "Your Values"

Prev
Next

In the field of Values-Driven Investing, how would you describe the interest or expertise of your advisor?

Question 11 of 15

"P" is for "Pass Along Wisdom before Wealth"

Prev
Next

Do you feel confident that your heirs are capable of wisely managing your estate?

Question 12 of 15

"A" is for "Avoid Unnecessary Taxes"

Prev
Next

At your death, will your assets pass efficiently according to your wishes and with minimal tax?

Question 13 of 15

"T" is for "Treat Children Uniquely, Love then Equally"

Prev
Next

How confident do you feel that your estate plan considers the unique needs and abilities of your heirs?

Question 14 of 15

"H" is for "Honorable Communication"

Prev
Next

How successful and open are the discussions about finances with your heirs or family?

Question 15 of 15

"!" is for "Highly Important"

Prev

Has your legacy planning produced a multi-generational tradition of sound financial management for your heirs?

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Check the background of your financial professional on FINRA's BrokerCheck The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.  The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Disclosure Documents: Form ADV Part 1A  FORM ADV PART 2A FORM ADV Part 2B  WRAP BROCHURE  PRIVACY POLICY