Destiny Family Office
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.
I enjoy acquiring collectibles without any deliberate intent.
I’ve put no thought into the ownership of collectible assets I’ve purchased.
I have no documentation for any of my collectible assets.
I have no system in place to monitor and maintain the value of my collectible assets.
None of my collectible assets are insured
My collectibles are not properly stored to protect their safety and value.
My family is unaware of the extent of my collectible assets or their value.
I haven’t thought about or planned for the transition of my collectible assets while I’m alive.
I haven’t thought about or planned for how my collectible assets will transfer to my family/ heirs/beneficiaries.
My estate planning has not been completed.