Scorecard

I do not have a well-thought-out investment plan. There is no specific plan to measure allocation, risk and performance.

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I have not named trustees, they are out of date, or they are not qualified to carry out my wishes.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.

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.