Total Wellness Check

Total Wellness Check

If you need help or have questions throughout the assessment, please feel free to email us at team@beaconbridgewealth.com or call us at 484-533-6600
Name*

First NameLast Name
Email*
example@example.com
Please rate your confidence level for the following questions addressing the 5 areas of Total Wellness: 1 = low, 10 = high
Finances
How confident do you feel that you have enough money to last beyond your lifetime, while living a lifestyle that you are accustomed to?*

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How confident are you about your cash flow and sources of income?*

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What is your level of understanding and knowledge about taxes: impact, strategy, and efficiencies? Do you understand your strategy around withdrawals from your account to be tax efficient?*

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What is your level of understanding about your risk tolerance?   Do you have a strategy around protecting your money while also continuing to provide growth and keep up with inflation? *

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What is your level of readiness and proactive planning for the unexpected costs that will come up over time?*

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Additional Comments
Finance Results
Health
What overall score would you give your health today?*

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Do you have a good understanding and plan for your healthcare coverage and costs, including both premium costs and out of pocket expenses?*

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Do you feel like you have the appropriate team of doctors and professionals in place to provide you with the care you need?*

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Are you confident that your assets and income are enough to cover increasing long-term care expenses in the future? *

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Additional Comments
Healthcare Results
Lifestyle
Do you feel like you have a good plan with your current home, costs of living, access to healthcare, and social network? *

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Are you considering any major purchases in the next 2 years?  Do you have a clear picture of how it could impact your financial security?*

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Do you have hobbies, volunteer work, travel, or social activities that you participate in that help you maintain a fulfilling lifestyle? *

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Our goal is to help you to pursue lifelong dreams and goals. Have you written down those items on your "bucket list"?   How confident are you in your ability to achieve those goals?*

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Additional Comments
Lifestyle Results
Relationships
How would you rate the current quality of your personal relationships*

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How would you rate the current quality of your relationships with those you work with?*

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1 is Low, 10 is High
Is there anyone that you will need to provide care for, i.e., aging parents, or a child with special needs? What is your comfort level of discussing those relationships with us?*

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Please rate your current stress level around your relationships.*

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Additional Comments
Relationships Results
Purpose
Have you thought about how to allocate resources for the long-term benefit of your family?*

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Do you have organizations or philanthropic causes that are near and dear to you?*

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Do you have meaningful activities that you invest your time in and provide you with a sense of purpose?*

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Have you explored the idea of personal legacy and what you'd like to be remembered for?*

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Additional Comments
Purpose Results
Overall Results
Should be Empty:

Total Wellness Check

Finances

Health

Lifestyle

Relationships

Purpose