Donalies Financial Planning, LLC was founded in 2012 with the goal of providing fee-only financial planning and investment management advice to anyone in need of assistance. While DFP works with clients of all ages, the majority of our clients are between the ages of 35 and 60.
Are you curious about your potential for building and maintaining wealth? If so, take our free Wealth Potential assessment. Compare your financial behaviors to others, and see how they stack up. After you finish, enter your contact information to receive customized feedback.
The test is designed to be used for informational purposes.
Number of questions: 10
Time to complete: 1-2 minutes