Savant - University Wealth Management

3-Minute Financial Health Assessment

Do You Have 3 Minutes? Find Out How You’re Doing In 10 Key Areas of Financial Health


To maintain optimal health, it is best practice to get an annual physical from your family doctor. The physician asks you questions, listens to your heart, takes your blood pressure, orders tests, and follows standard procedures. If anything is off track they provide a treatment plan, write a prescription, or refer you to a specialist.

Similarly, Savant’s Ideal Futures Financial Health Assessment ℠ is a three-minute exercise that provides you an objective and wide-ranging audit of your current financial situation. It helps prioritize what aspects of your financial situation need attention so you can create a plan of action. This assessment helps to highlight potential financial strategies, identify needless risk, and capitalize on available opportunities to closely align your actions with your ideal future.