Wealth Plan Questionnaire

Building a successful wealth plan requires a comprehensive approach that addresses various aspects and details of your financial life.

Our Wealth Plan Questionnaire is designed to guide you through the seven pillars of a comprehensive wealth plan, helping you to evaluate your current situation and make more informed decisions for your family’s financial future.

✔️ Education:

Understand your financial knowledge and confidence in your wealth plan's success. Identify areas for further learning to improve your financial literacy.

✔️ Finances:

Assess your income, expenses, and savings goals. Understand your tax situation, debt obligations, and financial habits to create a balanced and sustainable plan.

✔️ Investments:

Evaluate your risk tolerance and confidence in your investment plan. Identify assets that align with your values and financial goals, and understand the strategies implemented by your financial advisor.

✔️ Legal:

Review your legal documents such as your will, trust, and other legal structures. Ensure your estate plan aligns with your wishes and that your assets are protected from unforeseen risks.

✔️ Philanthropy:

Incorporate meaningful giving into your wealth plan and maximize tax benefits. Identify causes and organizations that align with your values and make an impact.

✔️ Experiences:

Prioritize experiences and activities that bring joy and fulfillment to your life. Consider setting aside funds for travel, hobbies, and other enriching experiences.

✔️ Legacy:

Plan your legacy by organizing your important documents and information. Determine how you will pass on your wealth, knowledge, and values to future generations.