Clone of Survey 2 - A Wealth Strategy Quiz

1
Do you have a written financial plan that coordinates your investments, taxes, estate, and legacy goals?
Yes – I have a detailed written plan that integrates all aspects.
Somewhat– I have a plan but not fully coordinated.
No – My plan is informal or fragmented.
Not sure – I’m unclear if my plan covers all areas.
2
Is your portfolio diversified beyond stocks and bonds, such as alternatives, private markets or real assets?
Yes – I have exposure to alternatives, private markets, or real assets.
Somewhat – I have limited exposure beyond traditional investments.
No – My portfolio is mostly stocks, bonds, and cash.
I am not sure how my portfolio is currently allocated.
3
Is your portfolio intentionally structured to balance risk, provide access to liquidity, and minimize taxes?
Yes – My portfolio is carefully designed with all three goals in mind.
Somewhat – I have considered these factors, but not in a coordinated way.
No – My portfolio has evolved without a clear strategy for these priorities.
Not sure – I am unclear how my portfolio is positioned in these areas.
4
Do you have an income strategy that intentionally coordinates investment withdrawals, Social Security timing, and tax brackets throughout retirement?
Yes
No
Unsure
5
Which of the following advanced tax strategies are you currently using to manage your lifetime tax exposure?
Roth conversions
Tax-loss harvesting
Charitable giving (e.g., DAFs, CRTs)
Asset location (tax-deferred vs. taxable)
None / Not Sure
6
Have you reviewed whether you are likely to face federal or state estate taxes?
YESNO
7
When was the last time your financial team collaborated on your behalf?
Within the last 12 months.
Over a year ago.
They do not coordinate.
I have a financial advisor, but not a full team.
I do not have a financial advisor.
8
What best describes your reason for taking this quiz?
I want a second opinion on my current plan.
I am curious what others at my level are doing.
I am approaching retirement or planning a liquidity event.
I feel confident but want to double-check.
9
Annual household income
Over $500K
$200 - $350K
$350K-$500K
Under $200K
10
Please check the following that apply to you:
401(k)/403(b)
Have an IRA
Stock options
Business owner
Have children under 18
Have life insurance policy(s)
Real estate investments
Have investment/brokerage account
11
Investable assets* This field is required.outside of current employer retirement plan
Over $3M
$1M-$3M
$500K-$100K
$250K-$500K
Under $250K
12
Zip code
13
Name* This field is required.
First Name
Last Name
14
Email* This field is required.
15
Birth yearyyyy
16
Phone number
Please enter a valid phone number.
Should be Empty: