ToolShed

Free to use. No slimy, spammy sales tactics.
Hi there!
These are some financial planning tools that don’t stink.
They’re free – and we hope it builds goodwill and starts a conversation, but we’re not here to convince you to work with us.
We’re here to work with people who value what we do, and how we do it. We do what we do because we care.
No one like spammy emails. That’s not our style.
When you provide your email we’ll send your copy of the results for you to keep — we’ll let you take it from there. That’s it.
These are on us, really.
– Scott Bell, Founder

Your Risk Tolerance

It’s called Risk/Reward — risk is first for a reason. Rightsizing the risk in your portfolio is one of the most important things you can do as an investor.

Using our risk tolerance tool, you’ll understand more about what’s possible in your portfolio. Powered by Riskalyze, the world’s first risk alignment platform.

Want to compare your current portfolio? No problem. Add your email and we’ll send a unique code for you to add your accounts. Powered by industry-leading data aggregation provider Quovo, all done safely and securely.

Informative and Powerful? Yep. Gimmicks and pressure? That’s not what we do here.

Financial Planning Calculators

These will give you a “good” idea of where you are now.
Together, we can work on the “great” ideas.

Financial Planning Quiz

This quiz measures behaviors related to creating financial plans and tracking expenses, savings, and investing-related processes. These behaviors are related to net worth, independent of age and income levels.

Our planning test provides you with an overview of your score zone, as well as an interpretation of your score and recommendations.

Number of questions: 12

Time to complete: 1-2 minutes

This quiz is designed to be used for informational purposes and is not investment advice.

Career Fit Quiz

This quiz measures Career Congruence and it’s designed to measure career fit and satisfaction. Measures of career fit and satisfaction are typically related strongly to income, versus net worth. This is the case with Career Congruence.

Number of questions: 12

Time to complete: 1-2 minutes

This test is designed to be used for informational purposes.

Spending Patterns

Spending Patterns is a short assessment designed to identify patterns in shopping and consumer behaviors. If you’re interested in learning about how your consumption behaviors impact your financial success, this quiz is for you.

Number of questions: 13
Time to complete: 1-2 minutes

This test is designed to be used for informational purposes.

Wealth Potential

The Wealth Potential assessment is a short quiz designed specifically to predict net worth independent of age, income, and net worth. The assessment was constructed using the most predictive items (that is, the items that demonstrated the strongest relationship to net worth, independent of age and income) included in the Building Wealth quiz we use with clients who benefit from ongoing coaching as we track their improvement.

Number of questions: 10
Time to complete: 1-2 minutes

The test is designed to be used for informational purposes.