A complimentary assessment that evaluates your financial health across 5 key areas and gives you a personalized action plan — grounded in the same CFP-aligned framework our advisors use with clients.
Answer 25 honest questions across 5 areas of your financial life — covering budgeting, saving, borrowing, investing, insurance, and planning ahead for tax, retirement, and estate goals. You'll receive your wellness score, investor profile, and a personalized action plan — all in under 7 minutes. No personal information required.
Cash Flow & Budgeting
Debt & Credit Health
Savings & Investing
Financial Goals
Money Mindset & Wellness
We'll start by looking at how you manage your day-to-day money — the foundation of all financial wellness.
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Based on your answers across all 5 areas of financial wellness.
out of 100
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The areas where your habits are already working in your favour:
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Based on your results, here are the highest-impact steps you can take right now:
This is a starting point, not a verdict. Bring your results to a complimentary conversation with an Iberian Pacific advisor — we'll walk through them together and build a plan around what matters to you.
This assessment covers 5 areas of financial wellness with 5 questions each (25 total). Every answer is scored from 0 to 4 based on indicators aligned with CFP (Certified Financial Planner) standards — 0 reflecting the least financially healthy response and 4 the most. Your section score is the sum of your 5 answers (max 20 per section). Your overall score out of 100 is your total points expressed as a percentage of the maximum possible (100 points). Your investor profile is derived separately from 4 behavioural questions in the Savings & Investing section, which measure your attitude toward risk, loss, and time horizon.
This assessment is for educational purposes only. It is not individualized financial, tax, legal, insurance, or investment advice, and does not take into account your complete personal or financial circumstances. Results are based on your self-reported answers and should not replace personalized guidance from a licensed financial professional.