Home TriDelta Experience Who We Are In The News Investments Insurance Mortgages Group Plans Retirement & Estate Planning Tax Minimization Strategies Donation Planning Getting Started Planner Opportunities Newsletters Resources Contact Us Site Map Toronto 154 University Avenue Suite 602 Toronto, Ontario M5H 3Y9 (416) 733-3292 x 221 Oakville 156 Lakeshore Rd East Suite 203 Oakville, Ontario L6J 1H4 (905) 901-3429 Georgian Bay 143 Mill Street Unit B Creemore, Ontario L0M 1G0 (705) 520-0093 Getting Started Quiz To Measure Your Level Of Financial Peace Of Mind If you are dealing with a good Financial Planner, you should know the answers to the questions in this quiz. Take a minute to see how many of these questions you can answer. QUICK QUIZ 1. Will I have enough money to retire comfortably? At what age? Yes, I know I'm not sure 2. Can I afford to buy a vacation property? When can I do it? Yes, I know I'm not sure 3. Are my investments too risky? Yes, I know I'm not sure 4. Are my investments too safe for me to reach my goals? Yes, I know I'm not sure 5. Will my family be OK if I am no longer able to work? Yes, I know I'm not sure 6. Does my spouse know about all of our family finances, where they are and who to talk to if something happens to me? Yes, I know I'm not sure 7. How are my investments doing? Should I be happy with the performance? Yes, I know I'm not sure 8. How much am I really spending on debt? Can I get better rates? How much would I save? Yes, I know I'm not sure 9. Am I spending too much on home and auto insurance? Yes, I know I'm not sure 10. What are my personal, family and professional goals? Are my finances lined up to help achieve them? Yes, I know I'm not sure 11. How much can I afford to donate to charity? Yes, I know I'm not sure 12. Will I run out of money before I die? Yes, I know I'm not sure [ Back ] Copyright © 2010 TriDelta Financial – Ontario, Canada. All rights reserved. Website maintained by 15medium.com.