What Is the Financial Wellness Assessment?

 

Are you saving and investing consistently, but still not sure your plan will feel predictable when life happens?

You're not behind. You're responsible. You just want clarity without "Wall Street language."

You're in the right place if you are worried about:

  • Losing money in the market
  • Paying too much in taxes
  • Retirement not being as secure as you hoped
  • Hidden fees quietly draining your accounts

In less than 3 minutes, this free Assessment will show where you're already strong and what to adjust next so you can protect what you earn and build long-term stability. 

Get your scores instantly, and see what to focus on first based on those results.

What You'll Walk Away With

 

In your results, you'll receive:
  • A clear snapshot of your current financial wellness across 4 categories
  • A simple explanation of what your score means
  • Practical next steps based on your answers, not generic advice
  • Recommendations to reduce risk, avoid unnecessary fees, and lower tax exposure over time

 

What You're Scored On

 

You’ll be scored based on the following key categories:

Risk Management

How well your plan protects your principal during downturns, while still supporting long-term goals.

Fee Efficiency

How clearly you understand what you're paying in advisory fees, loads, and expense ratios, and whether the cost matches the value you receive.

Tax Optimization

How prepared your plan is for both today's taxes and future retirement taxes.

Wealth Growth & Protection

How well your plan balances growth with protection, predictability, and long-term stability.

I'm Azzurra.
See how I can help you achieve your goals

I’m a financial specialist who helps hardworking families protect their income, reduce uncertainty, and build a lasting legacy. I make financial strategy clear and practical.

My husband, Joe, and I lead Mercury Legacy. We help families reduce unnecessary risk, uncover hidden fees, and plan for taxes so they can keep more of what they earn and feel confident about their future.

I focus on transparency, education, and long-term protection, so you can make smart decisions without feeling overwhelmed.

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Don’t just take our word for it, see what others have to say

I’ve had the pleasure of working with Azzurra on multiple projects, and she’s incredibly reliable and hardworking. She communicates clearly, leads with honesty and patience, and is truly a joy to collaborate with. Azzurra was also a great mentor to me, and I’d highly recommend her to anyone looking for thoughtful support.

Lecya T.
Avidity Biosciences

I've had the chance to collaborate with Azzurra, and what stands out immediately is her thoughtful, analytical approach. With a background in science, she brings a rare ability to simplify complex financial ideas and create real, customized solutions.

Andrew del Mundo
Finance & Retirement Specialist, ERFT Expert

The Assessment is free and only takes 3 minutes

Discover your Financial Wellness Score to see how prepared you are when it comes to personal finances and long-term security measures.

"Beware of little expenses. A small leak will sink a great ship"

Benjamin Franklin