Free Assessment
How Intentional Is Your Financial Plan?
Answer a few quick questions to evaluate your financial readiness. You'll get a personalized score and actionable insights in under 3 minutes. Built by the team at Intentional Living Financial Planning in New Braunfels, Texas.
You'll see your results instantly on screen — no email required and no follow-up unless you want one. If your results raise questions, you're welcome to schedule a free conversation with our team.
What This Assessment Covers
The seven questions evaluate the parts of your financial life that most often determine whether your plan is actually doing what you want it to do: whether you have a written, comprehensive plan; how confident you are about retirement readiness; how recently you've reviewed your estate documents; whether you're tax-planning proactively year-round; whether your investments still match your goals and risk tolerance; whether your insurance coverage has kept pace with your life; and how well your money supports what matters most to you.
Who This Is For
We built this for households navigating significant financial transitions — retirement planning, a business sale, an equity event, a major real estate decision — where the stakes of getting the plan right are high. But it's useful for anyone who wants to think more intentionally about money, not just those considering professional help. Our primary job is to help you articulate what is important to you in life and help you use your money for this efficiently and effectively. The assessment is one way to start that conversation, alongside our framework for defining what your money is for and a closer look at whether we're the right fit.
Common Questions
Do I need to share any personal information to take this assessment?
No. You'll see your results instantly on screen — no email required and no follow-up unless you ask for one. If you'd like a copy of your report sent to you, there's an optional name and email field on the results step, but it's never required.
What do I do with the results?
Use them as a starting point. The score and tier are designed to surface the gaps and conversation-starters worth your attention. If your results raise questions you'd like to think through with someone, the option to discuss them with our team is open — but the value is in the clarity, not the conversation.
Is this a replacement for working with a financial planner?
No. The assessment is a structured way to take stock; real planning happens in relationship, over time, with someone who knows your situation. If you're curious about that kind of relationship, our piece on what a fee-only fiduciary financial planner actually does is a good next read.