is the process of evaluating a customer's financial situation, dreams, and risk tolerance. It needs to ensure that a recommended financial or insurance product is appropriate and in their best interest.

A retirement assessment evaluates an individual's financial readiness for retirement by reviewing savings, income sources, expenses, and goals.

A portfolio review is the evaluation of an individual’s investment portfolio to assess its performance, risk, diversification, and alignment with financial goals.

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Risk assessment is the process of identifying, analyzing, and prioritizing potential risks that may impact individuals, organizations, or projects. It helps in making informed decisions and reducing negative consequences through proper planning.

A financial assessment is the process of evaluating an individual’s or organization’s financial situation to understand income, expenses, assets, liabilities, and overall financial health.