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Self Assessment Insurance Coverage Test

This is a self-assessment test to help you evaluate your insurance needs before purchasing personal or commercial coverage. This test is designed to get you thinking about your unique risks and coverage requirements. Answering these questions will prepare you for a more productive conversation with an insurance agent or broker. It is a starting point, […]

Self Assessment for Financial Well-Being

Self-Assessment Questionnaire on Financial Well-Being (Adapted from CFPB) This 10-question scale, developed by the Consumer Financial Protection Bureau (CFPB), measures how well your current financial situation supports both stability and freedom of choice. This is a structured form you can answer to reflect on your financial standing: I could handle a major unexpected expense Completely […]