SFA Quick Assessments

Big financial decisions can be very stressful and at times overwhelming. That is why we worked with NaviPlan® to design three assessments that can put your mind at ease while making these complex decisions.


Thinking about retirement? Try this assessment: 



Considering buying that new car? How about re-doing your kitchen? Use this assessment for major purchases: 



Kids heading off to college soon? This assessment can help you: