Question 1

What is this check?

Accepted Answer

A free, six-question self-assessment from Oaks Financial Services that shows whether your savings are going to the right places in the right order — emergency fund, retirement savings, income protection, and tax-advantaged accounts — with a personalized score and a clear next step.

Question 2

Who is it for?

Accepted Answer

People in their 30s and 40s who are actively building wealth and want a quick, honest check on whether they're prioritizing their dollars well.

Question 3

How long does it take?

Accepted Answer

About two minutes to answer the six questions.

Question 4

What do I get from my results?

Accepted Answer

A score and tier appear right away, free, with no email required. Entering an email unlocks the full report: a category-by-category breakdown showing where to focus first.

Question 5

Is this financial advice?

Accepted Answer

No. This check is for educational purposes only and is not financial, tax, or legal advice. The score is a self-assessment, not a recommendation.