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Am I on track? Client Access
Beratung Advisors
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Complimentary · Takes Less Than 5 Minutes

Am I on track?

It's the question every person deserves an honest answer to. In less than 5 minutes, answer 20 simple questions and we'll score your financial health across the 6 areas of your financial life.

No login required. Completely free. Personalized to your life.
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20 Simple Questions
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Under 5 Minutes
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Scored in 6 Areas
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Personalized Results
The Problem

Most people are making financial decisions without knowing if they're on track.

Life is busy. Between work, family, and everything else — it's easy to put off financial planning. But without a clear picture, small gaps become big problems.

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"I think I'm saving enough for retirement — but I'm honestly not sure."
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"If something happened to me tomorrow, I don't know if my family would be protected."
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"I know I'm probably paying too much in taxes but I don't know where to start."
What We Measure

Your score across the 6 Areas of Financial Planning

Every question maps to one of six areas. You'll see exactly where you're strong — and where to focus next.

Area 01
Present Financial Position
Budgeting, net worth, cash flow, and your financial foundation.
Area 02
Protection Planning
Life, disability, health, and property insurance coverage.
Area 03
Retirement Planning
Savings, income projections, Social Security, and Medicare.
Area 04
Investment Planning
Asset allocation, risk tolerance, and investment strategy.
Area 05
Tax Planning
Proactive strategies to keep more of what you earn.
Area 06
Estate Planning
Wills, powers of attorney, beneficiaries, and your legacy.
How It Works

Three simple steps to your Financial Health Score

1
Tell Us About Yourself
3 quick profile questions so your assessment is relevant to your life.
2
Answer 20 Questions
Rate yourself 1–5 on simple, clear statements. No right or wrong answers.
3
Get Your Score
See your score in all 6 areas with specific resources to close any gaps.

You deserve to know the answer.

Stop guessing. Get your personalized Financial Health Score in less than 5 minutes — completely free.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
Beratung Advisors and LPL do not provide tax or legal advice.
Step 1 of 2 — Your Profile

Tell us a little about yourself

Your answers personalize the assessment so every question is relevant to your situation.

What is your relationship status?
Single / Not partnered
Married or partnered
Do you have children or dependents?
Yes
No
Where are you in your financial journey?
Pre-retirement
Still working and saving
Post-retirement
Living on retirement income
Area 1
Question 1 of 20
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Where should we send your results?

Your personalized Financial Health Score is ready. Enter your details below to view your results.

We respect your privacy. Your information will never be sold or shared.

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out of 100
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Your Financial Health Assessment

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Download Your Results Save a branded PDF summary of your Financial Health Assessment to share with your advisor or keep for your records.

Ready to close the gaps?

Our financial planners are here to help you build a complete plan across all 6 areas — personalized to your life, your goals, and your timeline.

Schedule a Complimentary Call
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
Beratung Advisors and LPL do not provide tax or legal advice. This assessment is for educational purposes only and does not constitute financial advice.