The Financial Fitness Analysis (FFA), which culminates in the Financial Fitness Report (FFR), is a financial planning analysis that gives you an objective, high-level assessment of your financial planning needs.
The Financial Fitness Analysis (FFA) is a questionnaire that requires mainly YES/NO answers and takes approximately 15 to 20 minutes to complete. The FFA does not seek any private financial information and covers the following areas:
The questionnaire is used to determine the financial fitness of your business. You will receive a detailed report on the results via email from one of our financial planners. The analysis and report is done at no cost to you, the business owner.
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