Wealth & Estate Planning Red Flags
Finding the Red Flags in Your Planning
Sometimes it’s hard to see the forest through all of the trees. This quick questionnaire is designed to highlight the main “red flags” which point out the need for wealth management coaching.
Financial Independence
My lifestyle doesn’t depend on my ability to earn income.
Is the wealth you have today enough to sustain the family, lifestyle and goals you have for your remaining years?
Are you taking measures to protect your assets and ability to earn income?
Are all your assets and strategies aligned with your current goals for the next generation?
Family Legacy
Transfer what you want when you want to whom you want.
Is your estate organized? Are all the pieces in place?
When was the last time you had an uninterrupted meeting about your succession strategy?
Is your family part of the future you’re hoping to build?
Is your family actively engaged in the conversation?
Social Capital
My surplus assets are supporting the people and causes I care about.
Have you thought about how you want to make an impact in your community?
Are you already making a positive impact philanthropically, or are some of your goals still left undone?
Does your social impact decline or end if you are no longer managing it?
