The Complexity Benchmark
How complex is your financial life?
Seven taps, about sixty seconds. See which complexity tier your household lands in — and what households at that tier usually keep track of. No email needed to see your result.
1 / 7
How many financial institutions hold your money?
Banks, brokerages, 401(k) providers, crypto custodians — anywhere with a login.
2 / 7
Beyond personal accounts, what structures hold assets?
Trusts, LLCs, S-corps — anything with its own name on a statement.
3 / 7
Equity compensation?
4 / 7
Private investments?
Funds, syndications, angel checks — anything that sends a K-1.
5 / 7
Real estate beyond your primary home?
6 / 7
How many states do you file taxes in?
7 / 7
Who's in the picture day-to-day?
0 of 7 answered