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Company

This field is for validation purposes and should be left unchanged.

Have you taken this Quiz before?*

Yes

No

Are you an entrepreneur or business owner, an employee of a company, or retired?*

Entrepreneur

Employee

Retired

Which of the following age ranges applies to you:*

Excluding business and real estate values, what are your total investable assets?*

$999,999 or less

$1,000,000 - $3,000,000

$3,000,000 - $6,000,000

$6,000,000 +

How did you acquire these assets?*

I sold my business, and these are my net proceeds

I saved and accumulated it

I inherited most of it

I was an early investor in Bitcoin

If you had to choose one, which of the following “situations” would you say you are in?*

I am not certain about how to use my assets to produce “retirement income”

I want guidance about “what to do next” with the money I have saved

I am looking to exit my business and not sure how to make the transition

I am comparing fees and interviewing advisors to help grow my money

Based on your situation, enter the ANNUAL dollar amount for each of the following income and expense categories: (Avoid entering growth from any of your assets.)

Fixed Income*

Passive Income*

Total Expenses*

Income Gap

Based on your current assets, enter the current value for each of the following categories:

Taxable (e.g., Brokerage Account)*

Tax-Deferred (e.g., IRA, 401k)*

Tax-Free (e.g., Roth IRA)*

Total Tax Assets

Taxable %

Tax-Deferred %

Tax-Free %

Based on your current assets, enter the current value within each of the following categories:

Public Assets (e.g., Stock Market)*

Private Assets (e.g., Private Equity)*

Fixed Assets (e.g., Annuity)*

Total Assets

Public %

Private %

Fixed %

If you own a business, what is the value of your business?*

Yes

No

Enter the value of that business*

When it comes to managing your money, your current thinking most resembles which of the following statements?*

I would prefer a professional managing my money

I like the idea of a professional as a copilot to help manage my money

I do not like the idea of paying a fee for anyone to manage my money

I would pay a fee for information but can manage my own money

Which of the following best describe your attitude about the markets?

I am not comfortable with any volatility

I am ok with some volatility, but it makes me nervous

I am fine with market volatility but don’t want to be foolish

I am an “All in” kind of person and will take the risk for the potential reward

How soon do you want a plan in place?*

As soon as possible. I am ready now

I have a little time, but I don’t want to put off having a plan

Sometime in the few months is fine. No pressing deadline

Whenever I find something. No rush

Get Your Personalized WealthSync™ Snapshot

Based on your answers, we’ll generate a custom summary showing your Income Gap, Tax Allocation, and Asset Allocation — and what it all means for your next steps.

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Email Address*

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© Skrobonja Financial

Get Your Personalized WealthSync™ Snapshot

Based on your answers, we’ll generate a custom summary showing your Income Gap, Tax Allocation, and Asset Allocation — and what it all means for your next steps.