PFS Assessment: Understand Your Personal Financial Stage
Take a Personal Financial Stage assessment to understand your financial position before making an important financial decision.
What the PFS assessment is
The PFS assessment is a structured intake designed to create a picture of your current financial stage. It is education-first and intended to help you understand where you stand before deciding what to do next.
What it considers
The current assessment captures information across areas including life stage, earning pattern, obligations, financial concerns, goals, assets, surplus allocation, tax-related inputs and insurance/debt information. The report also uses the assessment data to provide a risk-related picture.
How long it takes
The current product describes the assessment as taking about five minutes. The actual time can vary depending on how much information you need to consider.
What you receive
You receive a PFS assessment report that can be downloaded and saved. Registered users can keep multiple assessments, and the current product supports reassessment as life changes.
What it does not provide
The assessment does not provide specific investment, insurance, loan or other product recommendations. It is not a substitute for regulated financial advice.
Start with the current picture
If the purpose is to understand your present financial stage, the assessment is the direct starting point.
Start with your financial picture
If you want to understand your current Personal Financial Stage, you can start the PFS assessment.
Start PFS →