The Relationship Assessment Tool
Investment Policy Statement
Do I have written rules for how my money is invested and am I perfectly comfortable with the ongoing results?
How does my money get spent?
Will I run out of money in my lifetime?
Am I paying too much in taxes?
What happens if I or a loved one gets sick or incapacitated?
Asset Protection Review
How can I protect my assets from lawsuits or protracted incapacity?
Strategy Forward Planning
What course corrections need to be made?
Estate and Trust Review
Are my legal documents current to the law, my family, and my needs?
Are my beneficiary provisions current, correct, and tax efficient?
Do I have the right kind of insurance, do I still need it, and am I paying too much?
Holistic and Contextual Planning
Do I have a life plan that is all inclusive, collaborated by experts and reflect my uniqueness?
Do I receive facilitated family meetings to help maintain the peace?