Comprehensive wealth management enables you to better maximize the potential of your portfolio and overall financial effectiveness. Yet, there is a great variation on what this entails and to what level each investor may need to engage in such services.
The Financial Impact Questionnaire is a 5 minute, 35 question TEST we developed to help you assess to what degree you may need to engage a professional for wealth management. It will generate a report which will:
In addition to your overall Impact Score, your report will be organized into 4 major areas:
In the report, you are given your overall Impact Score and an outline of what we believe are quality wealth management practices needed for your situation. It will educate you on why each area is important and what top level planning looks like in today’s fast changing world of finances. We use the Financial Dashboard as a team to provide you a holistic view of all your finances and a simple way to monitor progress toward your objectives. It measures over 75 dimension of your financial life so they are coordinated and managed in your best interest.
Each part is assigned a score of 1 to 4 based on how much progress has been made, priority weighting for your goal, and impact it will have within your financial, family, or business life. The system calculates an aggregate score between 1 and 100 – similar to a test score in school or a restaurant health rating. It provides an ongoing executive summary to continually assess, measure and monitor progress of your total financial situation.
