Section A: Control

How much control do you feel you have over your financial strategy?

Option 1

Option 2

Option 3

How aligned are your advisors (CPA, attorney, financial planner) in helping you minimize taxes and grow wealth?

Strongly aligned, working as a team

Somewhat aligned, advice sometimes conflicts

Not aligned, conflicting advice confuses me

Section B: Tax Efficiency

Which best describes your approach to income taxes?

I use proactive strategies to reduce or eliminate taxes

I mostly defer taxes through retirement accounts (401k, IRA)

I just pay what my CPA says without deeper strategy

On a percentage basis, how much of your annual income do you believe you keep after taxes?

I know it and it’s optimized

I have a general idea, but not precise

I have no idea — it just disappears

How do you currently handle capital gains on investments?

I have strategies to minimize/eliminate them

I accept them as part of investing

I don’t really understand how they affect me

Section C: Wealth Efficiency

How confident are you that your investments are growing without unnecessary drag (fees, taxes, volatility)?

Very confident — I’ve optimized this

Somewhat confident — I think I’m losing some ground

Not confident — I suspect hidden inefficiencies

Do you know how much you’re paying in fees (fund management, advisor, hidden charges)?

Yes, I’ve minimized them

Somewhat –– I know the basics but not all

No –– I don't really know

Section D: Liquidity & Flexibility

If a major opportunity came up (business, real estate), how easily could you access capital without penalty/tax burden?

Very easily — I have liquidity strategies

Somewhat — but it would disrupt retirement accounts

Not easily — most of my money is locked up

How would you describe your flexibility to adapt your plan when markets, taxes, or life changes happen?

Very flexible — I can pivot without setbacks

Somewhat flexible — adjustments come with cost

Not flexible — I feel locked into my current strategy

Section E: Long-Term & Legacy

Which best describes your long-term planning?

Advanced strategies for tax-free income, protection, and legacy

Basic retirement and estate planning only

Haven’t thought much beyond accumulation

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