Destiny Family Office
We believe clients who are the best fit for our Family Office will instantly understand why this powerful tool is the first step to building an extraordinary relationship. Completing the Scorecard will take only about 10 minutes, yet the insights you gain into your situation 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.
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 Destiny Family Office Scorecard.
CURRENT SCORE
IDEAL SCORE
I do not have a well-thought-out investment plan. There is no specific plan to measure allocation, risk and performance.
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I haphazardly make investment choices whether public or private investments. I go with gut instincts or recommendations from my friends, family or colleagues.
I have been with the same CPA for many years and though there is no specialized services provided nor coordination with my team, I have just never been compelled to change.
I do not have a team leader, there is no coordination of services for my benefit nor communication between advisors.
I receive reporting from my team of advisors when requested.
I do not have legal documents drafted or they are old, not up to date and not consistent with my current goals.
I have not named trustees, they are out of date, or they are not qualified to carry out my wishes.
I have purchased various insurance policies at various times through various providers but there is no consolidated plan or tracking.
I prefer to do everything myself though I realize this is not the best use of my time.
My family is unaware of my overall situation.
I am not philanthropic, or I make miscellaneous charitable donations with no set, established plan.
I have never considered the use of a business coach to do an analysis of my company.
If N/A enter 0
I do not provide business benefits or do not put much meaningful thought into these benefits.
I do not have a succession plan in place and have not found and/or approved a successor.
I always have too much on my plate, my overall financial situation is confusing, and I have no peace of mind. My company requires my attention at all times.
