15 Wealth Management Issues Name* First Last Email* ESTATE PLANNING: Have you created a wise plan for handing off your wealth to your heirs and ministries you care about after you are gone?* Yes No Not Sure MULTIGENERATIONAL PLANNING: Are your heirs qualified to handle their inheritance wisely and from a Biblical perspective?* Yes No Not Sure RISK MANAGEMENT & INSURANCE PLANNING: Do you have a plan in place to shield you, your family, and business interests from major liabilities and lawsuits?* Yes No Not Sure PLANNING FOR INCAPACITY: Do you and your family have a plan if you were incapacitated and lost your income?* Yes No Not Sure BUDGETING & DEBT ELIMINATION: Have you created and implemented a budget strategy to eliminate debt and create positive cashflow?* Yes No Not Sure PLANNED/CHARITABLE GIVING: Would you like to create a legacy that shares your values with family and others both now and after you are gone?* Yes No Not Sure INVESTMENT PLANNING: Do you have an actionable plan with diverse investment strategies for your specific situation?* Yes No Not Sure EDUCATION & FAMILY SUPPORT: Would you like to be able to fund your children’s, or grandchildren’s, college education or create future funding for others with special needs?* Yes No Not Sure TITLING & BENEFICIARY DESIGNATION: Are all of your accounts titled properly to follow your current estate plan?* Yes No Not Sure RETIREMENT PLANNING: Are you sure you have enough funds for retirement?* Yes No Not Sure ESSENTIAL DOCUMENT & ACCOUNT INTEGRATIONS: Can you instantly access all of your online financial accounts and important personal documents at any time, from anywhere, especially in the case of an emergency?* Yes No Not Sure EXECUTIVE COMPENSATIONS: Are you an executive with incentive plans including stock options, supplemental executive retirement plans (SERP), and non-qualified compensation?* Yes No Not Sure BUSINESS SUCCESSION PLANNING: If you are a business owner, have you created a plan for the transition of your business interest someday?* Yes No Not Sure HOLISTIC FINANCIAL PLANNING: Would you like a holistic financial plan integrating all of the wealth management issues pertaining to you?* Yes No Not Sure PhoneThis field is for validation purposes and should be left unchanged.
