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Financial Readiness Key

No meeting request required. A member of our team will reach out to provide a summary and insights on how your financial standing compares to your peers.

14 or more "Yes" answers: You're in excellent financial standing.

12 or more "Yes" answers: You're on track and aiming for a high standard.

10 or more "Yes" answers: You're in average standing but may benefit from a one-on-one financial review.

9 or fewer "Yes" answers: You may not be financially prepared and should consider seeking financial guidance.