This 2 Minute Quiz will grade A PRO ATHLETE'S RISK OF FRAUD

Do you know approximately how much you make in AFTER-TAX income on a monthly or yearly basis? 

Do you know approximately how much you - and the people you are supporting - SPEND on a monthly or yearly basis?

What kind of financial advisor do you have?

Have YOU done a background check on your financial advisor on BrokerCheck or the SEC's Investment Adviser Public Disclosure websites?

Have YOU reviewed your financial advisor's employment history on BrokerCheck or the SEC's Investment Adviser Public Disclosure websites?

Do you know what your risk tolerance is for your invesment accounts?

Do you understand how the relationship between "Risk and Return" works with your investments?

How often do YOU review the activity in your investment accounts? (Reviews with your financial advisor do not count).

Do you currently have online access to your investment accounts?

Your business manager is...

How often do YOU review the activity in your bank accounts? (Reviews with your financial advisor/business manager do not count). 

Do you currently have online access to your bank accounts?

Does anyone - other than you and your spouse - have access to your accounts to: write checks, send wires, withdraw money with an ATM card, OR transfer money via PayPal/Venmo?

Total number of people using credit cards paid by you NOT including spouse and children.

How often do YOU review the activity on your credit card?

Total number of people using ATM cards paid by you NOT including spouse and children

How often do you review the activity on your ATM/debit cards?

Have YOU ever hired an independent third-party to review your finances for fraud and other financial abuses?

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