Financial Complexity Assessment
How Complex Is Your Financial Life?
This 15-question assessment evaluates 12 dimensions of financial complexity — from income sources and investment accounts to business ownership and international exposure — to help you understand what level of advisory expertise your situation demands.
What to expect
- 15 questions across 4 categories
- Takes approximately 4 minutes
- Receive a complexity score: Simple, Moderate, Complex, or Highly Complex
- Tailored recommendations for your complexity level
- No sign-in required (optional to save results)