Welcome to your QuickCheck™ assessment form

We're thrilled that you've scheduled a QuickCheck™. A critical part of getting the most out of your QuickCheck™ experience is having and filling out your own personal assessment form. 

Follow the instructions below to download the worksheet. 

INSTRUCTIONS

Directly below, you'll find a QuickCheck™ assessment form to use during your QuickCheck™.

1. Scroll down to the next section. 

2. Click "Download QuickCheck™ assessment form" to download your assessment form.

We recommend that you print your form out and use a pencil to fill in the form during your QuickCheck™ because your facilitator will use an animated presentation on your screen as they lead you through your assessment. 

You may fill out the form on your computer or mobile device as an alternative to printing. As a reminder, the RESET button on the form will erase everything on the form, so please be careful. Remember to save your completed form to your device once complete.

Please note that as the program progresses, your goal is to answer each of the questions; Yes, No or N/A as you deem appropriate.  

*You won't be asked personal questions or be requested to share any financial information. 

Once you've completed the QuickCheck™ make sure to keep your assessment form handy. The assessment form serves as reference to many vital decisions, and captures your self-assessment of simple answers to vital decisions.