--- title: Financial Planner Readiness Test | Sound Financial Strategies Group description: Get a clear picture of where you are on the path to financial freedom and fulfillment along with next steps to reach your financial goals. image: https://education.soundfsg.com/hubfs/SFSG%20logo-white-bg.png --- [Skip to the main content.](https://education.soundfsg.com/financial-planner-readiness-assessment#main-content) [![Sound Financial Strategies Group](https://education.soundfsg.com/hs-fs/hubfs/SFSG%20logo-final%20knocked%20out%202021.png?width=2174&height=599&name=SFSG%20logo-final%20knocked%20out%202021.png "Sound Financial Strategies Group")](https://education.soundfsg.com/) [![Sound Financial Strategies Group](https://education.soundfsg.com/hs-fs/hubfs/SFSG%20logo-final%20knocked%20out%202021.png?width=2174&height=599&name=SFSG%20logo-final%20knocked%20out%202021.png "Sound Financial Strategies Group")](https://education.soundfsg.com/) - Services - [Financial Planning](https://soundfsg.com/financial-planning) - [Process](https://soundfsg.com/financial-planning/process) - [Solutions](https://soundfsg.com/financial-planning/solutions) - [Resources](https://soundfsg.com/financial-planning/resources) - [Investment](https://soundfsg.com/services/faith-based-investing) - [Retirement Planning](https://soundfsg.com/services/retirement-planning) - [AT&T Retirees](https://soundfsg.com/services/att-retirement-management) - [About](https://soundfsg.com/about/team) - [Resource Center](https://soundfsg.com/resource-center) - [Downloads](https://soundfsg.com/resource-center?type=deepdivesdownloads) - [Articles](https://soundfsg.com/resource-center?type=articles) - [Client Updates](https://soundfsg.com/resource-center?type=updates) - Books - [Money By The Book](https://education.soundfsg.com/money-by-the-book) - [Failure & Success](https://education.soundfsg.com/failure-and-success-chris-mcalpin) - [Invest to Prosper](https://education.soundfsg.com/invest-to-prosper-clint-sorenson) - [How We Define Terms](https://soundfsg.com/how-we-define-terms) - [Contact Us](https://soundfsg.com/contact-us) [Schedule an Appointment](https://soundfsg.com/start-conversation) Toggle Menu Toggle Menu [Schedule an Appointment](https://soundfsg.com/start-conversation) - Services - [Financial Planning](https://soundfsg.com/financial-planning) - [Process](https://soundfsg.com/financial-planning/process) - [Solutions](https://soundfsg.com/financial-planning/solutions) - [Resources](https://soundfsg.com/financial-planning/resources) - [Investment](https://soundfsg.com/services/faith-based-investing) - [Retirement Planning](https://soundfsg.com/services/retirement-planning) - [AT&T Retirees](https://soundfsg.com/services/att-retirement-management) - [About](https://soundfsg.com/about/team) - [Resource Center](https://soundfsg.com/resource-center) - [Downloads](https://soundfsg.com/resource-center?type=deepdivesdownloads) - [Articles](https://soundfsg.com/resource-center?type=articles) - [Client Updates](https://soundfsg.com/resource-center?type=updates) - Books - [Money By The Book](https://education.soundfsg.com/money-by-the-book) - [Failure & Success](https://education.soundfsg.com/failure-and-success-chris-mcalpin) - [Invest to Prosper](https://education.soundfsg.com/invest-to-prosper-clint-sorenson) - [How We Define Terms](https://soundfsg.com/how-we-define-terms) - [Contact Us](https://soundfsg.com/contact-us) [Facebook](https://www.facebook.com/Soundfsg) [Linkedin](https://www.linkedin.com/company/sound-financial-strategies-group/) [YouTube](https://www.youtube.com/channel/UCo-XRQu1qVemmz4YUvarK_w) # Are You Ready to Work With a Financial Planner? #### Take the Free Assessment and find out! ## Take the assessment and know if you're ready to work with a faith-based financial planner. Get a clear picture of where you are on the path to financial freedom and fulfillment along with the next steps to reach your financial goals. ![Sound Financial Strategies Group](https://education.soundfsg.com/hubfs/SFSG-compass.webp) **Office Hours** Monday-Thursday8:30 AM - 5 PM  Friday 8:30 AM - 4:00 PM | Fri --- 116 One Madison Plaza Ste 1100 Madison, MS 39110 --- Toll Free: 877-462-3744 Fax: 601-856-1621 Phone: 601-856-3825 ##### About About - [Our Team](https://soundfsg.com/about/team) - [Contact Us](https://soundfsg.com/contact-us) ##### Services Services - [Investing](https://soundfsg.com/services/faith-based-investing) - [Retirement Planning](https://soundfsg.com/services/retirement-planning) - [AT&T retirees](https://soundfsg.com/services/att-retirement-management) ##### Learning Center Learning Center - [How We Define Terms](https://soundfsg.com/how-we-define-terms) - [Articles](https://soundfsg.com/articles) - [Podcast](https://soundfsg.com/the-chase-podcast) - Books - [Money By The Book](https://education.soundfsg.com/money-by-the-book) - [Failure & Success](https://education.soundfsg.com/failure-and-success-chris-mcalpin) - [Invest to Prosper](https://education.soundfsg.com/invest-to-prosper-clint-sorenson) [*Facebook*](https://www.facebook.com/Soundfsg)[*LinkedIn*](https://www.linkedin.com/company/sound-financial-strategies-group/)[*YouTube*](https://www.youtube.com/channel/UCo-XRQu1qVemmz4YUvarK_w) - [SFSG Privacy Policy](https://soundfsg.com/privacy-policy) - [Disclosures](https://soundfsg.com/disclosures) - [Terms](https://soundfsg.com/terms-and-conditions) - [Regulatory Documents](https://soundfsg.com/regulatory-documents) All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Investment Advisory Services offered through Sound Financial Strategies Group, LLC (“SFSG”), a Registered Investment Adviser. Certain representatives of SFSG are also Registered Representatives offering securities through APW Capital, Inc., Member [FINRA/](https://www.finra.org/#/)[SIPC](https://www.sipc.org/), 999 Riverview Drive, Suite 201, Totowa NJ 07512 (800)637-3211. SFSG and APW Capital are separate and unrelated companies. [Click here to view the relationship summary to APW Capital, Inc](https://education.soundfsg.com/hubfs/Downloadables/APW%20Capital%20Form%20CRS%20June%202020.pdf) SFSG is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Sound's Investment advisory services and fees can be found in its Form ADV Part 2 and/or Form CRS, which is available upon request. Check the background of your financial professional on FINRA's [BrokerCheck](https://brokercheck.finra.org/) © 2026 Sound Financial Strategies Group. All rights reserved. *Return to Top* ```json { "@context" : "https://schema.org", "@type" : "WebPage", "description" : "Get a clear picture of where you are on the path to financial freedom and fulfillment along with next steps to reach your financial goals.", "isPartOf" : { "@type" : "WebSite", "name" : "Sound Financial Strategies Group", "url" : "https://education.soundfsg.com" }, "name" : "Financial Planner Readiness Test | Sound Financial Strategies Group", "url" : "https://education.soundfsg.com/financial-planner-readiness-assessment" } ``` ```json { "@context" : "https://schema.org", "@type" : "Organization", "logo" : null, "name" : "Sound Financial Strategies Group", "url" : "https://education.soundfsg.com" } ```