Your Perspective

Your Perspective
Name

First Name Last Name
Date

MonthDay Year
Date
Your answers to these questions will help us determine the action(s) we should take from here. Answer honestly, everything is confidential, and no one is judging.

Protection

	Yes	No	N/A
I understand the different aspects of my (our) car/home/umbrella insurance and have reviewed them recently:
If I injured somebody in a car accident and got sued for $500,000 I have enough insurance coverage to protect my assets:
I or my family could go without my income or my spouse’s income for a minimum of 5 years in the event of disability:
If I or my spouse became disabled it would be important for me to know that I (we) have adequate income replacement:
With the amount of life insurance we have in place my family could go without my income or my spouse’s income in the event of death for a period long enough to get our youngest child out of the house:
If I or my spouse passed away it would be important for me to know that I (we) have adequate income replacement for each other and our family:
I (we) have up-to-date wills/trusts for our family:

Wealth Building

	Yes	No	N/A
I have a good idea and have tested how much annual savings I (we) should be doing to reach my (our) objectives:
I understand that saving every year is vital, and that the dollars I (we) save today are our most valuable in the future:
I feel my (our) annual savings amount is satisfactory:
I understand that the financial strategies I (we) set in motion today directly impact my (our) results 5, 10, 15, 20, 25, 30, etc. years down the road:
I feel the amount of liquid cash I (we) have available is satisfactory:
I know what my (our) long term wealth building objectives are:
I have a full understanding of how retirement income streams work:
I understand that knowing how retirement income streams work is the first step in efficient/effective long term wealth building (begin with the end in mind):
I understand the importance of combining financial tools (insurance and investments) together efficiently to create bigger retirement incomes:
Participating in college funding for my children is important to me:
I understand that college funding and my (our) retirement incomes are directly linked, or in other words, that if I didn’t pay for college my retirement income would be bigger:
I understand that the more efficient I am at paying for college the bigger my retirement income can be later:
I understand how to pay for college in ways that reduces my retirement income the least:

The main topics on my mind for protection and wealth building are:

Car/Home/Umbrella InsuranceDisability InsuranceLong Term CareWills/TrustsHealth InsuranceLife InsuranceDebt ManagementAccess to Liquid CashEfficient Allocation of My Retirement SavingsCollege FundingFinal Affairs PlanningOther
Should be Empty: