Worthen Financial Advisors

FREE FINANCIAL ASSESSMENT

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DO YOU WONDER IF YOU'RE ON THE RIGHT TRACK?

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If you're unsure about how you're currently doing managing your finances, you're not alone. I talk to people every day who feel the same way.
If you want to figure out how you're doing and learn what you should do next, use the link below to create your own financial scorecard.

What does this look like?

  1. Take 8 minutes to fill out your information and create your scorecard
  2. I’ll review your scorecard and send you a short video of my assessment
  3. If you’re interested to learn more, we can schedule a time to chat. If not, no worries. You’ll still have a few tips to improve your finances.

If you want to know how you’re doing and what the next best step would be, click the link below to create your scorecard.

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    Advisory services are offered through Worthen Financial Advisors, Inc.; an investment adviser domiciled in the state of Texas. The presence of this website on the internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.
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    Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

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