BetterBuckets™
Assessment
Complete the quiz below to learn what opportunities to seize and what “gotchas” to watch for — based on YOUR personality & financial reality.
About BetterBuckets™
BetterBuckets™ is our plain-English framework for putting your money to work with purpose. Bucket 1: Protect. 3–6 months set aside so a dollar is a dollar when you need it. Bucket 2: Income. Fund the next 5–10 years without taking unnecessary risk. Bucket 3 : Growth. Low-cost, diversified investing that compounds over decades. Start by taking the BetterBuckets™ Assessment and get guidance — not a sales pitch — to build security, self-sufficiency, and wealth before and through retirement.
