CFP Readiness Assessment
Do I Need a Certified Financial Planner?
This 20-question assessment evaluates your life stage, financial complexity, current planning status, and specific needs to determine whether engaging a CFP would materially benefit your situation.
What to expect
- 20 questions across 4 categories
- Takes approximately 5 minutes
- Receive a scored result: Not Yet, Helpful, Strongly Recommended, or Essential
- Personalized next-step recommendations
- No sign-in required (optional to save results)