Wealth Assessment

Section 1: About You

Which best describes you?
Approximate Investable Assets:
What is your primary financial priority today?

Section 2: Investment Strategy

Do you have a written financial plan that guides investment decisions?
How often is your portfolio reviewed?
Do you understand why you own each investment in your portfolio?
Beyond stocks and bonds, do you have exposure to alternative or private investments?

Section 3: Tax Planning

Does your financial advisor coordinate tax strategies with your CPA?
Have you reviewed your tax strategy within the last 12 months?
How confident are you that your current investment structure is tax-efficient?

Section 4: Estate & Legacy Planning

When was your estate plan last reviewed?
Do your current estate documents reflect your present wishes and circumstances?
Have you discussed wealth transfer plans with your heirs?

Section 5: Family Governance

Do your family members understand your long-term vision for family wealth?
Have you established a process for preparing future generations to manage wealth responsibly?
Are you concerned about:
Check all that apply

Section 6: Advisor Relationship

How accessible is your advisor when important decisions arise?
Do you work with the same advisor consistently?
Does your advisor coordinate with attorneys and tax professionals?

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