Scorecard

I do not have a trusted advisor, nor coordination of my financial strategies, or I "do it myself".

I have one or more advisors but not one I am confident has provided me with the necessary integrated financial strategies.

I have a trusted advisor, but I am uncertain my advisor has the capacity to thoroughly take care of all my integrated financial planning needs.

I have a trusted advisor I am confident has implemented the best strategy and has the team in place to meet all my integrated financial planning needs.

My financial advisor(s) has limited capacity to evaluate all available options (for example, insurance license only).

I do not know if my financial advisor has the ability to provide investment recommendations autonomously.

My trusted advisor has the ability to recommend virtually any investments but I am still concerned about bias.

My trusted advisor has the resources to recommend and evaluate all traditional investments as well as alternative investments.

I have significant concerns in my ability to maintain my lifestyle and have not developed a strategy to provide me with peace of mind.

I have a strategy in place but I am unsure if distributions are sustainable.

I am confident in my ability to maintain my lifestyle, but do not feel I have a well-thought-out strategy to assure this.

I’m confident in my ability to maintain my lifestyle and have an integrated, systematized strategy to provide me financial peace of mind.

I do not have a systematized, online reporting system consolidating all of my assets.

I have reporting available through my current custodian but it does not tie all assets together.

I have reporting through my current custodian and receive a report consolidating all assets upon request.

I have a systematized reporting process for not only my investments but my entire net worth readily available.

My accounting needs are simple and do not require the use of a qualified tax firm.

I utilize a tax firm but know I need to make an adjustment.

I have a tax firm I am comfortable with but am not certain they are the best firm for me and/or they do not coordinate with my trusted advisor.

I have a qualified tax firm to handle my unique set of circumstances, and to coordinate with my trusted advisor.

I do not have any legal documents drafted or they are outdated.

I have some basic legal documents & wills but have not gone through a thorough estate-planning process.

I went through a thorough process years ago but don’t remember all aspects and would benefit from an update.

I have a well-thoughtout and executed estate plan that is completely understood by me, my family and my financial team.

I make periodic charitable contributions, but I do not have any established plans while living or at death.

I have plans to establish a set schedule for charitable gifts while living and/or at death.

I have current established plans for charitable giving while living or at death but this needs to be updated or I have not evaluated all of the options and benefits to make gifts I desire.

I have a well-thought-out plan regarding charitable giving. This could include a cognizant decision not to give while living and/or at death.

I have some insurances which have not been properly evaluated or I have not evaluated the potential use of insurances in my plan.

I evaluated my insurance coverages five or more years ago; things were fine then, but I have not re-evaluated since.

I have evaluated current and future insurance uses, but I am not certain this can’t be improved.

I have thoroughly evaluated all existing insurances within the past two years and have made educated decisions regarding their inclusion or exclusion in my strategy.

Nobody has an understanding of my family wealth.

There is only one person with a thorough understanding of my family wealth and planning strategies.

Both spouses have a thorough understanding of our wealth but the family has not been included in these discussions.

Both spouses and family members have a complete understanding of our wealth and overall planning strategies now and at death.

My financial planning overwhelms me. I spend too much time worrying about it and do not have the peace of mind I desire.

I do not pay much attention to my financial situation leading to a lack of confidence and peace of mind.

I have confidence in my overall situation but could benefit from a consolidated strategy to provide me with clarity and peace of mind.

I have confidence in my overall financial situation which provides me with the peace of mind to live life fully.