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Your Perspective

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Name:       Email:       Phone:       Date:
 
Your answers to these questions will help us determine the action(s) we should take from here.
Answer honestly, everything is confidential, and no one is judging.
 
   PROTECTION
I understand the different aspects of my (our) car/home/umbrella insurance and have reviewed them recently:  Yes No N/A
 
If I injured somebody in a car accident and got sued for $500,000 I have enough insurance coverage to protect my assets:  Yes No N/A
 
I or my family could go without my income or my spouse’s income for a minimum of 5 years in the event of disability:  Yes No N/A
 
If I or my spouse became disabled it would be important for me to know that I (we) have adequate income replacement:  Yes No N/A
 
With the amount of life insurance we have in place my family could go without my income or my spouse’s income in the event of death for a period long enough to get our youngest child out of the house:  Yes No N/A
 
If I or my spouse passed away it would be important for me to know that I (we) have adequate income replacement for each other and our family:  Yes No N/A
 
I (we) have up‐to‐date wills/trusts for our family:  Yes No N/A
 
   WEALTH BUILDING
I have a good idea and have tested how much annual savings I (we) should be doing to reach my (our) objectives:  Yes No N/A
 
I understand that saving every year is vital, and that the dollars I (we) save today are our most valuable in the future:  Yes No N/A
 
I feel my (our) annual savings amount is satisfactory:  Yes No N/A
 
I understand that the financial strategies I (we) set in motion today directly impact my (our) results 5, 10, 15, 20, 25, 30, etc. years down the road:  Yes No N/A
 
I feel the amount of liquid cash I (we) have available is satisfactory:  Yes No N/A
 
I know what my (our) long term wealth building objectives are:  Yes No N/A
 
I have a full understanding of how retirement income streams work:  Yes No N/A
 
I understand that knowing how retirement income streams work is the first step in efficient/effective long term wealth building (begin with the end in mind):  Yes No N/A
 
I understand the importance of combining financial tools (insurance and investments) together efficiently to create bigger retirement incomes:  Yes No N/A
 
Participating in college funding for my children is important to me:  Yes No N/A
 
I understand that college funding and my (our) retirement incomes are directly linked, or in other words, that if I didn’t pay for college my retirement income would be bigger:  Yes No N/A
 
I understand that the more efficient I am at paying for college the bigger my retirement income can be later:  Yes No N/A
 
I understand how to pay for college in ways that reduces my retirement income the least:  Yes No N/A
 
The main topics on my mind for Protection and Wealth Building are:
 
Other:
 

 


  
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The information presented here should not be construed as tax advice. Please consult a qualified tax professional regarding your specific situation.