How long does the financial planning quiz take?

The quiz takes approximately 5 minutes to complete. It consists of 27 questions covering your age, retirement plans, financial priorities, investment preferences, and current financial situation.

What happens after I complete the quiz?

After completing the quiz, our team at DWD Financial Planners will review your responses and reach out to discuss personalized financial strategies tailored to your needs. We'll schedule a consultation to explore our range of services including Retirement Annuities, Wealth Management, Tax Planning, and more.

Is the financial planning quiz free?

Yes, the financial planning quiz is completely free. There's no obligation to proceed with our services after completing the assessment.

What services does DWD Financial Planners offer?

DWD Financial Planners offers comprehensive services including DWD Retirement Annuity, DWD Preservation Fund, DWD Tax-Free Savings Account, DWD Direct Investment, DWD Tax Planning, DWD Wealth Management, and DWD Living Annuity. We provide independent financial advice to help you build a secure financial future.

What is the Financial Advisor Matching Quiz?

It’s a short, guided quiz designed to connect you with the DWD financial advisor who best suits your goals, needs, and personality.

How long does the quiz take?

The quiz takes just a few minutes to complete. Once done, you’ll instantly receive guidance on the advisor most suited to your financial needs.

Why should I take the quiz instead of choosing an advisor directly?

The quiz simplifies the process by identifying your specific financial priorities and matching you with an advisor experienced in those areas, saving you time and giving you confidence in your choice.

Is the quiz only for new clients?

No. Existing clients can also take the quiz if they’d like to explore whether another advisor in our team might be better aligned with their evolving financial goals.

Do I have to commit to anything after taking the quiz?

Not at all. The quiz is free, quick, and commitment-free. It’s simply a tool to help you connect with the right advisor.

What if I’m not sure about my financial goals?

That’s perfectly fine. The quiz is designed to help uncover what matters most to you, even if you’re not sure where to start. Your matched advisor will then guide you further.

How accurate is the matching process?

Our quiz uses carefully designed questions to identify your needs and preferences. While no tool is perfect, it provides a strong foundation for a productive client-advisor relationship.

Can I still request a specific advisor if I want to?

Yes. You’re always welcome to choose a specific advisor directly, but the quiz helps you find one who may be the best fit based on your unique circumstances.

NEW Not sure where to start? Find the right financial advisor for you

Find Your Financial Planner

Finding the right financial planner shouldn’t be overwhelming—it should feel like a natural step toward building your future. At DWD Financial Planners, we’ve designed a quick and easy matching quiz to help you discover which of our advisors best fits your financial goals, personality, and lifestyle.

By answering a few simple questions, you’ll gain clarity on your needs—whether it’s retirement planning, wealth management, or risk protection—and we’ll connect you with an advisor who can guide you with confidence and expertise. Think of it as the first step to a long-term relationship built on trust and tailored advice.