Get your BrightEdge Score™ Home » Get your BrightEdge Score™ BrightEdge Score – Refined Readiness Questions "*" indicates required fields Step 1 of 11 9% CompanyThis field is for validation purposes and should be left unchanged.Retirement Confidence*“I know how much I’ll need for retirement, and I’m confident I’m on track to get there.” Strongly Disagree Disagree Neither Agree Nor Disagree Agree Strongly Agree Investment Strategy*“My investments are diversified and aligned with my goals, risk tolerance, and time horizon.” Strongly Disagree Disagree Neither Agree Nor Disagree Agree Strongly Agree Emergency Readiness*“I have a cash reserve that could cover at least 3–6 months of living expenses.” Strongly Disagree Disagree Neither Agree Nor Disagree Agree Strongly Agree Protection & Insurance*“My insurance (life, health, disability, property) is up to date and would protect me and my family.” Strongly Disagree Disagree Neither Agree Nor Disagree Agree Strongly Agree Debt & Cash Flow*“I manage my debt well and consistently keep my monthly cash flow positive.” Strongly Disagree Disagree Neither Agree Nor Disagree Agree Strongly Agree Estate & Legacy*“I have a will, powers of attorney, and other key documents to protect my family and legacy.” Strongly Disagree Disagree Neither Agree Nor Disagree Agree Strongly Agree Smart Tax Planning*“I take advantage of tax-smart strategies (401k, IRA, HSA, etc.) to reduce my tax burden.” Strongly Disagree Disagree Neither Agree Nor Disagree Agree Strongly Agree Family & Education Planning*“If I have children or dependents, I have a plan to cover their education and/or long-term care needs.” Strongly Disagree Disagree Neither Agree Nor Disagree Agree Strongly Agree Daily Choices & Long-Term Goals*“My everyday spending and saving habits support my bigger financial goals.” Strongly Disagree Disagree Neither Agree Nor Disagree Agree Strongly Agree Overall Financial Confidence*“I feel confident and in control of my financial future.” Strongly Disagree Disagree Neither Agree Nor Disagree Agree Strongly Agree Name*Email*