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The purpose of this quiz is to take a light-hearted, yet serious look at your financial health. Many people are caught up in today and not thinking of themselves or their family in the future in the event of a life-changing moment, whatever that may be. We hope you enjoy the quiz and learn from the questions and the results provided.


How often do you speak with your accountant?
Monthly Quarterly Yearly (at tax time) I don't have one
How often do you speak with your lawyer?
Monthly Quarterly Yearly I don't have one
How often do you speak with your financial planner?
Monthly Quarterly Yearly I don't have one
If you are a business owner, have you thought about succession planning?
Yes No
Have you thought about retirement planning?
Yes No
If your employer has a retirement plan, how much are you saving each year?
10-15% 5-9% 0-4% Employer does not have one
If you don't have a retirement plan, are you making IRA contributions?
Yes No
Do you have a will?
Yes No
If you answered yes, has it been updated for any changes - lifestyle change; children; marriage; divorce; death; tax laws?
Yes No
When did you last review your beneficiary designations?
This Year Last Year Long Time Ago/Never
Are your financial records in order? (i.e. in case of emergency, tax time, loans [mortgage, student], etc.)
Yes No
Do you have a back-up for your financial records (safe deposit box, safe, attorney, etc.)
Yes No
Do you feel that you and your family are adequately covered, financially speaking?
Yes No
Do you know your (and spouse, if applicable) benefit coverage from your employer in the event of a disability or even death?
Yes No
Have you planned for education costs for children? For yourself?
Yes No
Do you and your family discuss financial matters on a regular basis
Monthly Quarterly Yearly No
If you are planning to travel outside of the country, do you and your family have passports?
Yes No Not Planning To Travel
Gordon, Chodak & Chapin, CPA’s, P.C.
40 Office Park Way
Pittsford NY, 14534
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