Financial Growth & Assessment

Financial Growth & Assessment

Please complete the attached assessment tool to provide a clearer picture of your financial situation and goals. Your responses will help identify opportunities to strengthen asset protection, reduce financial risk, and implement strategies designed to build and preserve wealth over time.

Financial Growth & Asset Protection Review

Basic Information

Name
Name
First Name
Last Name
Address
Address
City
State/Province
Zip/Postal
Primary Goals & Concerns

Financial Questions

Gross income
Do you have an old retirement plan?
Select old plan types
Do you have any Bank CDs?
If someone you rely on (parent, spouse, child co-parent) passes or becomes incapacitated do you have the finances needed to maintain your current lifestyle?
Will the people who rely on you have the financial resources they need to maintain their lifestyle in the event you die or become incapacitated?
Do you have children or grandchildren depending on you to pay for college ?
Is their college funding secure?
Are you confidently on track to have (or maintain) your desired level of income in retirement?
Do you own a business or work as an independent contractor?

Legal Risk Assessment

Are your assets protected from judgment creditors if you are sued by someone?
Will your current plan avoid the need for a probate court proceeding at your death?
Does your current plan protect the assets you leave your spouse if he/ she remarries or goes bankrupt?
Does your current plan, allot funds to pay for the cost of long-term care, if needed, without having to sell and spend your assets?

Addiction & Special Situation Questions

Do you have an heir that has addictive behavior patterns related to alcohol, drugs, or another self-destructive behavior?
Do you have an heir who has not yet developed the skill and maturity to solely manage his or her own inheritance/ finances?
Do you have an heir with special needs or limitations associated with a physical or developmental diagnosis (such as Down Syndrome or Cerebral Palsy)?

The Legacy Questions

Do you have wisdom or life lessons you would like to have shared with family and friends at your funeral?
Would you like for your funeral to be a teaching moment or a memorial of your memory?
Are there religious institutions or other charities that you’d like to contribute a portion of your inheritance to?

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