Take our quick quiz to find out! Answer the 6 simple questions below. HOUSE IN ORDER (HIO) is a comprehensive professional financial analysis that addresses your financial state based on six critical key financial elements and creates personalized recommendations. Here is a quick test to see if your house is in order. If not, contact us to receive your FREE No-obligation Financial Analysis.
How is Your Financial House? Do You Have Your Estate Planning in Place
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Updated Will or Trust in Place Will or Trust in Place (not updated) No Will or Trust in Place Have Adequate Insurance (Home, Auto, Life,?)
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Have all 4 types Have at least 3 Less than 3 types Have Funds for major events/acquisitions
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Have funds Don't, but saving Don't and not saving Adequate Retirement Funds
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Have adequate funds Don't have, but saving Don't have and not saving Sufficient Amount of Cash Reserves
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Greater than 6 months 3 to 6 months Less than 3 months Financial Tools in Place
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Have tool and using it Have tool, but not fully using it Don't have tool Contact Us to Learn More How is Your Financial House? Estate Planning in Place
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Updated Will or Trust in Place Will or Trust in Place (not updated) No Will or Trust in Place Adequate Insurance (Home, Auto, Life,?)
Please select one below:
Have all 4 types Have at least 3 Less than 3 types Funds for major events/acquisitions
Please select one below:
Have funds Don't, but saving Don't and not saving Retirement Funds
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Have adequate funds Don't have, but saving Don't have and not saving Amount of Cash Reserves
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Greater than 6 months 3 to 6 months Less than 3 months Financial Tools in Place
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Have tool and using it Have tool, but not fully using it Don't have tool 
