• Are your fees making you money?
    • Yes
    • No
  • Does your Advisor know your financial goals?
    • Yes
    • No
  • Does your Advisor know your personal, family and charitable goals?
    • Yes
    • No
  • Do you meet or speak with your Advisor more than annually?
    • Yes
    • No
  • Has your Advisor offered and reviewed your Financial Plan?
    • Yes
    • No
  • Is your personal cash-flow prepared for 20-30 years in retirement?
    • Yes
    • No
  • Have you reviewed your personal downside risk of dying too early or living too long?
    • Yes
    • No
  • Are you prepared for catastrophic medical events in your life?
    • Yes
    • No
  • Have you worked with your Financial Advisor on the disposition of your assets upon death?
    • Yes
    • No
  • Have you planned out how to stretch your IRA’s for several generations?
    • Yes
    • No
  • Do you truly understand your investment risks, so you don’t repeat your 2008-2009 outcomes?
    • Yes
    • No
  • Does your Financial Advisor understand your “whyâ€� in life and investments?
    • Yes
    • No
  • Is your Financial Advisor “wowingâ€� you with great customer service?
    • Yes
    • No
  • What is your family financial education program with your Financial Advisor?
    • Yes
    • No
  • Have your spoken with your next generations on your inheritance goals?
    • Yes
    • No