Destiny Family Office
Understanding your mindset about essential indicatorscan add peace of mind about your future.
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.
You haphazardly make investment choices whether public or private investments. You go with gut instincts or recommendations from your friends, family or colleagues.
You have been with the same CPA for many years and though there is no specialized services provided nor coordination with your team, you have just never been compelled to change.
You do not have a team leader, there is no coordination of services for your benefit nor communication between advisors.
You receive reporting from your team of advisors when requested.
You do not have legal documents drafted or they are old, not up to date and not consistent with your current goals.
You have not named trustees, they are out of date or they are not qualified to carry out your wishes.
You have purchased various insurance policies at various times through various providers but there is no consolidated plan or tracking.
You prefer to do everything yourself though you realize this is not the best use of your time.
Your family is unaware of your overall situation.
You are not philanthropic or you make miscellaneous charitable donations with no set, established plan.
You have never considered the use of a business coach to do an analysis of your company.
If N/A enter 0
You do not provide business benefits or do not put much meaningful thought into these benefits.
You do not have a succession plan in place and have not found and/or approved a successor.
You always have too much on your plate, your overall financial situation is confusing and you have no peace of mind. Your company requires your attention at all times.