Assessment 1: Financial Planning

This quick assessment measures personal financial management behaviors including tracking expenses, setting goals, and monitoring household financial health. Higher scores typically relate to a better ability to build and maintain wealth over time, regardless of someone's age or income.

 

Assessment 2: Wealth Potential

The Wealth Potential assessment is a short, biodata-based measure designed specifically to predict net worth independent of age, income, and net worth.

 

Assessment 3: Spending Patterns

This short assessment identifies patterns in shopping and consumer behaviors and provides feedback on how those behaviors might impact overall financial goals.

 

Assessment 4: Composure

This quick assessment measures behavioral patterns related to changes in financial markets. 

Composure differs from other risk-type measures in that it is designed to anticipate potential behaviors when markets fluctuate, versus determining an individual's risk preferences or capacity.