The Financial Checkup is a tool designed to help you and your clients assess their financial comfort level and identify areas in need of improvement. Using 24 statements, the tool measures satisfaction based on the following four areas of a client’s financial life:

Cash-Flow Management
Risk Management/Investments/Benefits
Qualitative Issues

Sample statements of satisfaction include spending habits (Cash-Flow
Management), meeting short-term financial obligations (Risk
Management/Investments/Benefits), current level of financial education
(Management/Estate/Education), and ability to maintain current lifestyle
(Qualitative Issues).

By ranking each statement on a scale from 1 to 5, the tool helps advisors focus on specific areas that their clients feel uncomfortable or unprepared in. As a result, advisors are in a better position to educate their clients, act as their advocate, and help them achieve their goals.




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