Collectibles Scorecard

Step 1 of 11 - Scorecard Introduction

Submit Your Collectibles Scorecard

Completing the Scorecard will take only about 10 minutes, yet the insights you gain into your mindsets relating to your collectibles, and how they figure into your financial and estate planning, may well be profound.

When reading through the statements for each of the mindsets, make sure to evaluate yourself candidly.

Complete the form below to get started.

Once you begin the Scorecard, you will read each and enter the number that best represents where you currently see yourself for each mindset.

You may want to write down insights you gain as you score yourself, as well as first actions you’d like to take.

Your completed scorecard will be sent to the email address you provide below.

Get started on your Collectibles Scorecard.
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Mindset Number One: Acquisition

Please identify where you feel you currently score regarding this mindset and enter that number at the bottom of the page.

CURRENT SCORE

IDEAL SCORE

I enjoy acquiring collectibles without any deliberate intent.

I would like my collectible assets to grow in valuation but don’t factor that into my acquisition decision making.

I am intentional about wanting my acquisition to grow in valuation, but it doesn’t affect my ultimate buying decision.

While I may be passionate about my collectible assets, I also treat them as an investment, and intend to generate growth (returns) on them. I use trusted advisors to help guide me.

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ENTER IDEAL SCORE

Mindset Number Two: Ownership

Please identify where you feel you currently score regarding this mindset and enter that number at the bottom of the page.

CURRENT SCORE

IDEAL SCORE

I’ve put no thought into the ownership of collectible assets I’ve purchased.

I’ve ensured some of my collectibles are properly owned; taking into account family dynamics, estate and tax planning.

I’ve ensured most of my collectibles are properly owned; taking into account family dynamics, estate and tax planning.

I’ve ensured my existing collectibles are properly owned; taking into account family dynamics, estate and tax planning, and also do so for all new purchases.

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ENTER IDEAL SCORE

Mindset Number Three: Documentation

Please identify where you feel you currently score regarding this mindset and enter that number at the bottom of the page.

CURRENT SCORE

IDEAL SCORE

I have no documentation for any of my collectible assets.

Some/most of my collectible assets are properly documented but have no process to adjust for sales and purchases.

Most of my collectible assets are properly documented and there’s a loose process to adjust for sales and purchases.

All my current collectible assets are properly documented and there’s a process to adjust for sales, purchases and increase or decrease in value.

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ENTER IDEAL SCORE

Mindset Number Four: Valuation

Please identify where you feel you currently score regarding this mindset and enter that number at the bottom of the page.

CURRENT SCORE

IDEAL SCORE

I have no system in place to monitor and maintain the value of my collectible assets.

A value was determined upon purchase of my collectible assets, but proper valuation has not been adjusted.

Most of my collectible assets are properly valued and there is a loose process to update valuations.

All my collectible assets are current in their valuation and there is a process in place to consistently maintain updated values.

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ENTER IDEAL SCORE

Mindset Number Five: Insurance Protection

Please identify where you feel you currently score regarding this mindset and enter that number at the bottom of the page.

CURRENT SCORE

IDEAL SCORE

None of my collectible assets are insured

Some/most of my collectible assets are insured but don’t reflect adjustments in valuations nor is there any process to evaluate.

My collectible assets are all insured but adjustments to valuation have not been made nor is there a process in place to do so.

All my collectible assets are fully and properly insured with a process in place to adjust values, as necessary.

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ENTER IDEAL SCORE

Mindset Number Six: Storage

Please identify where you feel you currently score regarding this mindset and enter that number at the bottom of the page.

CURRENT SCORE

IDEAL SCORE

My collectibles are not properly stored to protect their safety and value.

I haven’t considered the risks of improperly storing my collectibles but believe they are properly stored.

My collectibles are properly stored but I haven’t evaluated the risk of events such as fire, flood, etc., which could have a negative impact on my collectibles.

All my collectibles are properly stored, and most foreseeable risks have been minimized.

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ENTER IDEAL SCORE

Mindset Number Seven: Family Awareness

Please identify where you feel you currently score regarding this mindset and enter that number at the bottom of the page.

CURRENT SCORE

IDEAL SCORE

My family is unaware of the extent of my collectible assets or their value.

My family is somewhat aware I have a valuable collection but are not aware of the extent nor valuation.

My family is aware of the extent and potential value of your collectible assets, but are not aware of the specifics.

My family is completely aware of both the extent and the value of my collectible assets.

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ENTER IDEAL SCORE

Mindset Number Eight: Transition of Assets While Living

Please identify where you feel you currently score regarding this mindset and enter that number at the bottom of the page.

CURRENT SCORE

IDEAL SCORE

I haven’t thought about or planned for the transition of my collectible assets while I’m alive.

I’d prefer to transition my collectible assets while I’m living, but have not put a plan in place to do so.

I have a plan in place to transition my collectible assets while I’m living but no contingency if I pass away prior to implementing that plan.

I intend for my family to maintain, not sell, my collectible assets. However, I do have a plan for transitioning assets while I’m alive, and a contingency plan in case I pass before their disposition.

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ENTER IDEAL SCORE

Mindset Number Nine: Transfer of Assets to Families/Heirs/ Beneficiaries

Please identify where you feel you currently score regarding this mindset and enter that number at the bottom of the page.

CURRENT SCORE

IDEAL SCORE

I haven’t thought about or planned for how my collectible assets will transfer to my family/ heirs/beneficiaries.

I haven’t put a plan in place to transfer my assets to my family/ heirs/beneficiaries. My family won’t know where to turn to for help in protecting their interests.

I have a plan in place to transfer my assets, but my family/heirs/ beneficiaries are unaware of these plans.

My family/heirs/ beneficiaries want to maintain my collectible assets, or I’ve created a documented plan to seamlessly transfer them.

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ENTER IDEAL SCORE

Mindset Number Ten: Estate Planning and Peace of Mind

Please identify where you feel you currently score regarding this mindset and enter that number at the bottom of the page.

CURRENT SCORE

IDEAL SCORE

My estate planning has not been completed.

My estate planning was previously completed, but doesn’t account for my collectible assets.

My estate plan has been completed and takes into account my collectible assets, but needs updating.

My estate plan is finalized, with the people, systems, and processes to ensure it will account for my collectible assets.

ENTER CURRENT SCORE*
ENTER IDEAL SCORE
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Collectibles Scorecard