01 · REFLECT
Share Where You Are.
Answer questions about your goals, coverage, savings habits, and planning. “Unsure” is a useful answer, too.
The Wealth & Protection Checkup
You’re working toward a stronger financial future. Take a closer look at the protection, habits, and plans supporting it.
Answer 12 questions about your goals and current arrangements. Get a personalized educational snapshot with areas to review and practical next steps.
See Where I Stand →Get your snapshot first. Choose whether to speak with Howard afterward.
You don’t need every answer before you begin. Start with what you know and identify what deserves a closer look.
Answer questions about your goals, coverage, savings habits, and planning. “Unsure” is a useful answer, too.
Receive educational observations based on your answers in Foundation, Protection, and Legacy, with a practical next step for each.
Use your snapshot to guide further learning, or schedule a conversation with Howard to discuss your protection questions.
A Conversation with Howard Austin
Howard’s approach begins with understanding what matters to you. Your checkup provides a starting point for discussing your responsibilities, your questions, and what you want to protect.
You don’t need to know which policy to ask for. Begin with your situation and what you want to understand. After reviewing your snapshot, you can decide whether a conversation would help.
Your Next Step Starts Here
Answer based on where you are today. Complete the checkup to view your personalized snapshot and choose what comes next.
Having trouble viewing the checkup? Open it in a new tab.
This checkup provides educational observations based on your responses. It does not determine financial readiness, coverage adequacy, or product suitability. Individual questions may require further review with an appropriately qualified professional.