Is your future on track?
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Your goals can become a reality with thoughtful planning, from lifestyle and family, to retirement, to your business' success.
Take our Life Essentials Questionnaire below to get
your Life Essentials Score today.
Here's a quick guide to understanding this score.
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You'll have the option to request a complimentary review of your results with a financial advisor at the end of the Questionnaire, for a more in-depth look at your responses.
**The information presented here is intended for informational purposes only. It is not an official recommendation from Torres Advisory Group, LLC (TAG), or Torres Financial Services, Inc. (TFS), and should not be construed as advice suited to any person’s particular circumstances, such as financial needs or objectives. Please seek financial and/or legal advice before acting on it.
Understanding your results
Here is a quick guide to understanding your Life Essentials Score. This is an overall score calculated from your answers on all sections of the questionnaire above.​​​
If you scored between 0 and 13:
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You have some planning to do before you're ready to take on the future!
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We suggest speaking with professionals about your financial wellbeing, investment strategy, taxes, and legacy planning.
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Whether it's us, or someone else, involving licensed professionals can reduce the stress you experience day-to-day, improve the chances of meeting your goals (and adjusting them as-needed), and free you up to focus on the things that matter most in life.
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If you scored between 14 and 19:
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You're somewhere in the middle: While you have an idea of where you want to go and how you will get there, your roadmap is incomplete.
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We suggest you consider the questions we've asked you more seriously, taking time to research and plan accordingly. If setting aside the time and effort to do this is unrealistic for you, perhaps consult with licensed professionals about how to fill in the gaps.
If you scored between 20 and 26:
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You're off to a great start!
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It is always smart to continue to review and update your plans regularly (at least once per year, or as-needed). If you're confident in your abilities to manage your Life Essentials, way to go! If not, we strongly advise seeking professional advise before making any decisions that may impact your wellbeing.
Seeking more personalized insights and advice?
Dive into your results by requesting a 1-on-1 consultation with an advisor, free of charge, by contacting us below.