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?
Consumption Analysis
How does my money get spent?
Sustainability Probability
Will I run out of money in my lifetime?
Tax Management
Am I paying too much in taxes?
Care Plan
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?
Beneficiary Audit
Are my beneficiary provisions current, correct, and tax efficient?
Risk Management
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?
Family Meetings
Do I receive facilitated family meetings to help maintain the peace?