If something happened to you tomorrow, would your family know exactly where to find every important document, account, and policy you own?  *

Yes

No

Does your family have a written plan, not just a conversation, for what happens if you are suddenly unable to work or earn income? *

Yes

No

If your spouse or partner had to manage your family's finances alone starting tomorrow, could they do it without confusion or crisis? *

Yes

No

Do you know your family's exact net worth right now, assets minus debts, without having to look anything up? *

Yes

No

Has your life insurance coverage been reviewed in the last 12 months to make sure it actually matches your family's current needs? *

Yes

No

Are your digital assets, passwords, online accounts, crypto, subscriptions, organized somewhere your family could access them if you were gone? *

Yes

No

Do you have a written legacy plan, not just a will, that captures your values, wishes, and messages for the people you love most? *

Yes

No

If your business or income stopped tomorrow, does your family have enough saved to maintain their lifestyle for at least six months without panic? *

Yes

No

Have you had an honest conversation with your family about your financial wishes, your end of life preferences, and where everything is kept? *

Yes

No

Do you feel genuinely confident, not just hopeful, that your family's financial future is organized, clear, and ready for whatever comes next? *

Yes

No

First Name *

Last Name *

Phone

Email *

Score Results *