Foursteps

Complete your profile

 
What are your top financial priorities? (Select all that apply) Information
What are your top financial priorities?

In the next 5-10 years, which of these items would you like to have checked off your list?

At what age would you realistically retire? Information
How do I know?

The "full etirement age" for most individuals according to the Social Security Administration is 67. If you are unsure of when you want to retire, use this as a benchmark

How prepared do you feel for retirement? (Select one) Information
How prepared do you feel for retirement?

Do you feel like you are on track for the big day?

Overall, how financially secure do you feel? (Select one) Information
How financially secure do you feel?

Do you worry about money often? If a $500 expense came up, could you easily cover it?

How does debt affect your life? (Select one) Information
How does debt affect your life?

Do you feel like your debt is out of control? Does it eat away at your thoughts?