Discover Your Financial Planning Stage

In the next few minutes, this short assessment will help reveal where you currently stand with your retirement & estate foundation and what steps may help strengthen your financial future. Enter your Information below and click ‘Next’ to begin.

Full Name *

Phone *

Email *

How have you structured a clear retirement plan that ensures you can retire on your terms? *

It is okay if you haven't yet.

How did you determine that your current retirement savings will be enough to fund your retirement unique situation? *

It is okay if you haven't yet.

How will you add to your current savings to make up the current shortfall in your retirement savings? *

It is okay if you haven't yet.

How have your advisor helped you establish well defined objectives? To guide your money effectively, your advisor must fully understand what you are trying to accomplish. In fact, studies show this is one of the most important things people need to address. It is like coming to a two-way fork in the road and asking which way to take? And if you don't know where you are going, any road will get you there. *

It is okay if you haven't yet.

What do you feel can derail you financially from accomplishing your goals? *

What is your biggest financial concern/s? *

What process did you use to construct an effective estate plan for you and your family? *

It is okay if you haven't yet.

How have you reviewed your estate plan in light of recent tax law changes? *

It is okay if you haven't yet.

How have you protected yourself and your family against the possibility of your incapacity? Health decisions are hard to make in the moment, and it is hard on loved ones to make the right call when emotions are high. If you don't make these decisions in advance, the pressure is on your loved ones to agree on the right life or death decisions about your life. *

It is okay if you haven't yet.

How have you planned for your estate to avoid probate court after your death? Probate is the court-supervised legal process of validating a deceased person's will, paying their debts, and distributing assets to beneficiaries. It involves appointing an executor or personal representative to manage the estate, with the process often lasting six months or longer, and records are public *

It is okay if you haven't yet.

How have you protected against your estate and wishes becoming a source of division in your family after your death? *

It is okay if you haven't yet.

Do you feel confident about your current path of retirement preparation and planning for your estate? *

Yes

No

True or False: Your Adult Children Heirs must fully liquidate their inherited IRA's within 10 years after your death or be penalized 50%. *

True

False

What’s the biggest challenge you face in your finances right now? *

Lack of direction

Limited time

Difficulty advancing at work

Or answer below

Yes or No: If you could decrease your debt sooner while during the process save money on interest in the most efficient way, would you be interested? *

Yes

No