Know where you stand before you start looking.
Our guided assessments help you understand your needs, evaluate your readiness, and clarify what to look for in a financial advisor. All assessments are free and take less than 5 minutes.
These are interactive, scored tools — not articles.
You answer questions one at a time, track your progress, and receive a personalized score with tailored next steps. Each preview below shows exactly what the experience looks like.
Do I Need a CFP?
Most PopularA comprehensive 20-question assessment that evaluates your life stage, financial complexity, current planning status, and specific needs to determine whether a Certified Financial Planner would materially benefit your situation.
How would you describe your current financial situation?
Financial Complexity Score
Evaluate the complexity of your financial situation across assets, income sources, business ownership, tax obligations, and estate planning needs. Your complexity score helps determine the level of professional guidance you need.
How many sources of income does your household have?
Advisor Match Profile
Discover your ideal advisor profile based on your communication preferences, technology comfort, meeting frequency, fee structure preference, and specialty requirements.
How do you prefer to meet with your advisor?
Interview Readiness
Assess your preparedness to conduct effective advisor interviews. This assessment covers your knowledge of key questions, evaluation criteria, red flags, and negotiation strategies.
Do you know which credentials to verify before hiring?