What's your goal? Are you saving for retirement? To send your kids to college? Simply looking for a better quality of life? Knowing your investment style is a vital first step in building a long-term strategy that you’re confident in.

Start by answering a few questions from our FirstPoint Advice Tool. When you are done, you can share your choices with us to help us better serve you. Or, if you prefer, contact us to start the conversation today. We’re happy to help anytime.

For each of the following, please use the slider to indicate which statement best describes you. You can move the slider all the way to a particular statement (if it describes you very well) or somewhere in the middle.

1. YOUR COMFORT WITH FINANCIAL PLANNING

Amount of time I spend thinking about my financial goals:


Amount of effort I spend pursuing my financial goals:


Level of enjoyment discussing my financial situation:


Wish for better information to evaluate my financial data:


2. YOUR RELATIONSHIP WITH YOUR FINANCES

Below are some statements regarding your behavior. Please indicate how much you disagree (1) or agree (10) with the following:

I just don’t have time to pay attention to my investments or accounts


I sometimes get overwhelmed by the amount of information available


I’m not entirely sure where all my important documents and accounts are located


I have an immediate financial need that keeps me awake at night


If I could call one person to access all my statements and important documents, I would feel better

3. ASSET ALLOCATION CHALLENGES YOU’VE HAD BEFORE

I understand how my investments are working together


I can explain the differences between most mutual funds


I set appropriate asset allocations that match my risk preferences


I routinely make adjustments to my asset allocations when my situation changes


I spend too much time digging through financial news and not enough time focusing on what matters

4. YOUR ACCOUNTS

Please indicate which types of accounts you currently own. Please select all that apply.




Stay up to date:

Subscribe to FirstPoint Commentary to receive the latest news, updates and wealth planning insights. Subscribing is easy. Simply enter your email address below.

Subscribe