Simple Truths · Clarity Assessment

The Clarity
Assessment.

Before we talk — a reflection.

Ten questions. About eight minutes.

Your answers come straight to Lizz, and they shape the conversation we have next.

Question 1 of 10

When you think about your finances right now, which feels closest to true?

Choose one.

I have a plan I'm confident in.
I have a plan, but I'm not sure it's the right one.
I don't really have a plan — just accounts.
I had a plan once, but life changed and I haven't caught up.
Question 2 of 10

When you turn on financial news, what's your first instinct?

One or two sentences is plenty.

0 / 500
Question 3 of 10

How comfortable are you with uncertainty in markets?

Pick a number on the scale below.

1 · it keeps me up at night 10 · it doesn't faze me
Question 4 of 10

Which of these worries you most right now?

Choose up to two.

The economy or political climate.
Whether I'm saving enough.
Whether I'm invested correctly.
Running out of money in retirement.
Leaving something behind for the people I love.
Honestly, I'm not sure — and that's part of the problem.
You can pick one or two. Your call.
Question 5 of 10

When you look back at your investing decisions over the past 5 to 10 years, what's the strongest feeling?

Choose one.

Confidence. I made good choices.
Regret. I wish I'd done things differently.
Confusion. I'm not sure what I did or didn't do.
Resignation. I did what I could with what I knew.
Question 6 of 10

Have you ever made a financial decision you later regretted because of how the market or news was feeling at the time?

Choose one.

Yes.
No.
Maybe — I'm not sure.
Question 7 of 10

When was the last time you felt genuinely confident about your money?

One or two sentences.

0 / 500
Question 8 of 10

If your financial plan held up through the next downturn, what would that free you to do — or stop worrying about?

Take your time with this one.

0 / 800
Question 9 of 10

Which of these matters most to you in a financial advisor relationship?

Tap your top three in order — first tap is #1, second is #2, third is #3.

Clarity. I want to actually understand what's happening.
Performance. I want strong returns.
Trust. I want someone I can call about anything.
Consistency. I want the same person, same approach, over time.
Education. I want to learn, not just be told.
Independence. I want to stay in the driver's seat.
Tap an option again to remove it from your ranking.
A quick context question

Which best describes your current life stage?

Optional — this just helps Lizz tailor her response.

Still building.
Pre-retirement (5–10 years out).
Approaching retirement (1–5 years out).
Newly retired.
Established in retirement.
Question 10 of 10

What's the question you've been afraid to ask an advisor?

Optional, but answer if you can. This one matters.

0 / 800
Almost done

Where should Lizz send her response?

She reads every assessment personally and replies within a few days.

Your answers are sent only to Lizz. We don't share, sell, or syndicate this information.

Received with care

Thank you.

Lizz reads every assessment personally.

She'll reach out within a few days to schedule, if it feels like a fit on both sides.

Until then, here are the ten principles that shape how she thinks about money.

Read the Principles → Return to TurnKeyFinancialPartners.com
Something went sideways

One moment.

We couldn't deliver your assessment just now. Your answers have been saved to your device — you can try again, or email Lizz directly.

Email Lizz