The MBM Peace of Mind Survey is a quick, 12 question, multiple-choice assessment to grade your comfort level in regards to key aspects of your financial life.
It shouldn’t take more than 10 minutes. We’re not looking for dollars and cents details here; we’re just asking some broad questions to help you think about your plan for the future.
Each answer has a score associated with it, some higher than others. We’ll tabulate the score for you to see if your Peace of Mind makes
Once you’ve received your grade, we’ll suggest a little homework. Whether or not you choose to do it is up to you. And, don’t worry. We’re not storing any of the grades or collecting any information along the way. This is simply a tool for you to use to get the wheels turning.