Financial Self-Assessment
How Strong Is YourFinancial Safety Net?
Measure the strength of your personal financial foundation across the five protections every family should have in place. It takes about four minutes, and your results are emailed to you as soon as you finish.
What It Measures
Five areas, one hundred points
Each section is worth up to twenty points. Together they show where your safety net is strong and where a gap could cost your family.
Income Protection
Whether your household income would continue if illness, injury, or death interrupted it.0–20 points
Emergency Preparedness
How many months of expenses you could cover, and how quickly you could reach those funds.0–20 points
Retirement Security
Whether you are simply saving, or actually have a plan for turning savings into income.0–20 points
Market Protection
How much of your retirement money is exposed to a downturn you may not have time to recover from.0–20 points
Legacy & Family Protection
Whether you have an intentional plan for transferring what you have built to the people you love.0–20 points
Your Total
Your score is calculated automatically the moment you submit. Nothing to add up yourself.Out of 100
After You Submit
What happens next
- Your score and category are calculated instantly from your answers.
- A personalized breakdown of your results arrives in your inbox within moments.
- If you would like to talk it through, your email includes a link to book a complimentary strategy session.
Begin
Take the scorecard
Answer the seven questions below. Your results are emailed to you as soon as you submit.
Next Step
Ready to Go Deeper?
A Safety Net Review is a complimentary educational conversation to walk through your score, look at the gaps behind it, and talk through practical next steps. No pressure, no obligation.
Schedule My Safety Net Review Prefer to pick a time right now? Book a Zoom call →Legacy Shield Financial · This scorecard is for educational and informational purposes only and does not constitute individualized financial, tax, legal, or insurance advice.