5. Turn education into your assessment
Lesson 5 of 5 · Your Financial Foundation in Your 40s
5. Turn education into your assessment
The next step is to see how these concepts fit your own financial life. Gather your goals, household income and spending, debts and interest rates, retirement balances by tax type, and existing insurance information. Estimates are a useful starting point when exact figures are unavailable.
Complete the FAF so we can discuss your priorities, identify questions to investigate, and evaluate whether there is a sensible next step. Completing the form does not obligate you to buy a policy or move money.
Bring these questions to the conversation: What can I afford in a difficult year? Which alternatives should I compare? How much is guaranteed? What would make this strategy unsuitable for me?
Complete your Financial Assessment Form (FAF)
On the FAF, enter the podcast or person’s name under “How did you hear about us/who referred you?” Include the course you completed. The FAF opens on Zoho Forms and requests financial information; provide it there rather than in course exercises.