Your 360° Future Checkup

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Your household checkup

For each statement below, rank your household on a scale of 1 to 5, where 1 is weak and 5 is strong.
1. Our HOUSEHOLD has a shared, written vision for how we'll spend time during our new beginning.(Required)
2. We've created a written financial and life plan outlining how we'll accomplish our vision for a new beginning.(Required)
3. We've each determined that our lives are framed with a mindset of growth, abundance, and opportunity.(Required)
4. Each of us has identified the Core Values driving activities that bring purpose and fulfillment into our lives.(Required)
5. Each of us has identified our WHY and an overriding purpose for our new beginning that's "bigger than ourselves."(Required)
6. We've reviewed and/or updated our estate and legacy planning documents within the last two years.(Required)
7. Our life insurance and retirement plan beneficiaries are consistent with our estate planning documents.(Required)
8. Our assets and accounts are properly titled and registered to be consistent with our estate planning documents.(Required)
9. We're certain our Federal Income Tax filings take advantage of all opportunities available to reduce taxes paid.(Required)
10. We have a tax-optimizing plan for distributing assets to fund our financial goals (retirement, education, major purchases, charity).(Required)
11. Our in-force life insurance and/or financial assets are sufficient to cover lifetime needs of a surviving spouse/partner.(Required)
12. Our property, casualty, and liability insurance is sufficient to protect our assets in the event of unforeseen events.(Required)
13. Our medical (health), disability, and long-term care insurance needs have been considered and are reflected in our financial plan.(Required)
14. Each of us understand the structure and operation of our household finances.(Required)
15. We've implemented plans to save and invest toward our financial goals (retirement, education, major purchases, charity).(Required)
16. Every asset and liability on our household balance sheet is understood and has a purpose.(Required)
17. Each of us has completed financial risk tolerance questionnaires in the past two years.(Required)
18. Our financial assets are properly diversified based upon our risk tolerance and time horizons.(Required)
19. We understand, and consistently avoid, the emotional and cognitive biases people have related to money and investing.(Required)
20. Our financial assets overseen by third parties are managed under a Fiduciary Standard.(Required)