Washingtonian Financial Fitness Checkup

HOW FINANCIALLY FIT ARE YOU?

Take this short (12 question) quiz and learn what you need
to know to be the master of your money!

Let's get started

I know my net worth (what I owe and what I own).
Y
Yes

N
No
I have specific financial goals, and I know what to do to attain them.
Y
Yes

N
No
I know how I am invested, what I own and why.
Y
Yes

N
No
I am saving for retirement and I know what I need to save to reach my retirement goals.
Y
Yes

N
No
I know how much I spend each year.
Y
Yes

N
No
I am comfortable with the amount of cash I have on hand.
Y
Yes

N
No
I know my credit score and check it at least once a year.
Y
Yes

N
No
I know my employee benefits and maximize their value.
Y
Yes

N
No
I take advantage of potential tax savings each year.
Y
Yes

N
No
I have enough Long-Term Care insurance should I become disabled or need advanced medical care.
Y
Yes

N
No
I have a will and my beneficiaries are up-to-date.
Y
Yes

N
No
I have appointed someone to make medical or financial decisions on my behalf should I become incapacitated.
Y
Yes

N
No
Before we give you your score, are you...
Choose as many as you like

A
Female

B
Male
Are you...
Choose as many as you like

A
20 to 30 years old

B
31 to 40 years old

C
41 to 50 years old

D
51 to 60 years old

E
Over 61 years old
Before we give you your score, we would like to send you our Financially Fit For Life Guide. You'll find actionable information to help you improve your score. More importantly, it will help improve your financial life!

Please tell me your first name.
To Receive Your Financially Fit For Life Guide, Please Provide Your Email Address.

Your Score is {{var_score}} out of 12.
Hmmmm... seems like you have some work to do to get your finances in shape.

Check your email for Our Financially Fit for Life Guide with tips and resources to help you get on the right track.

For more personal advice or to make an appointment with one of our Wealth Advisors, please contact us at 301-656-1200.

Go to Bridgewater Wealth

Your score is {{var_score}} out of 12.

Not too shabby! You're definitely on the right track, but could use a bit of help to complete your financial plan.

Check your email for our Financially Fit for Life Guide full of helpful tips and resources to complete your Financially Fit plan.

Want personalized help from one of our wealth advisors?
Please call us at 301-656-1200 for more information
or to schedule an appointment.

Go to Bridgewater Wealth

Your score is {{var_score}} out of 12.

Congratulations, you're a financial rock star!

Still, there may be things you haven't considered. Check your email for our Financially Fit for Life Guide for tips and resources.

If you would like more personalized advice, please call us at
301-656-1200 to arrange an appointment.

Go to Bridgewater Wealth