This field is hidden when viewing the formMember IDSalesTeamPro2194082626442263132626313362641966264208226421042642136264284826466022646612264668226467042647680264815026490082649636264994026499582649962265077826499682649970264898426499662650792265089426508962650580265101426510182651020265102226510242651026265102826510302651032265103426510362651038265104026510422651044265104626512302650656265137826516602651760264439027280262728188272819027282162728194272819227281962728198272820627282082728166272821027282122793662279589627593222799966279997028260162789390280004027925522800058279350227309902800184280018228000182651306280023427911562800252280647628064942734028279135628069262806950280751627937402792980277175827921182791286281855027971782820706264829228208562792522282315028237862823788282390828239622825510280004228283202828426282399426501182631752283070028292762830592282929228334722833486This field is hidden when viewing the formcontactIDThis field is hidden when viewing the formMember FirstNameThis field is hidden when viewing the formMember LastNameThis field is hidden when viewing the formMember UsernameThis field is hidden when viewing the formMember EmailThis field is hidden when viewing the formContact TypeThis field is hidden when viewing the formSalesTeamPro MemberThis field is hidden when viewing the formAgentEmailThis field is hidden when viewing the formAgent Scheduling LinkThis field is hidden when viewing the formAgent SolutionThis field is hidden when viewing the formAgent Name FullThis field is hidden when viewing the formAgent Cell PhoneThis field is hidden when viewing the formAgent Email UsernameThis field is hidden when viewing the formAgent SignatureThis field is hidden when viewing the formCompany DisclosureThis field is hidden when viewing the formSimpleDateThis quiz has been prepared by RMJ Advisory . Answer the six questions below to get a score and recommended next steps.Please let RMJ Advisory know below if you have any questions or would like to schedule some time to discuss.Emergency fund status(Required) None < 1 month saved 1–3 months saved 3–6 months saved 6+ months saved Debt situation(Required) Heavy revolving balances Some high‑interest debt Manageable mix Low and structured No debt Protection plan (life/disability/estate)(Required) No coverage Some, likely inadequate Term life only Term + living benefits Well‑designed + will/trust Retirement saving consistency(Required) Rarely save Occasional saving Monthly but small Monthly at 10%+ Maxing accounts Tax efficiency of investing(Required) No strategy Some IRA usage Mix of Roth/Traditional Optimized across accounts Highly optimized + shelters Investing approach(Required) None / stay in cash Random picks Basic diversified fund Diversified portfolio Written plan + rebalancing This field is hidden when viewing the formTotal ScoreName(Required) First Last Email(Required) PhoneI'd like to schedule some time with RMJ Advisory now(Required) Yes, please help me schedule now I will schedule some time later Send me a message