“If you want to be successful, you must respect one rule – Never lie to yourself.”Paulo Coelho
The Financial Insights Self-Assessment will help you to identify and eliminate obstacles that could make it more difficult for you to achieve the goals and plans you make. The self-assessment is divided into 6 categories, 3 that focus on effective wealth management, and 3 that focus on effective wealth planning.
There are no right or wrong answers, only an opportunity to gain clarity and an understanding of the things you can do today and, in the future, to grow and protect your wealth. All answers are color coded as a guide to the steps you may want to consider taking to improve your financial situation:
Financial Insights Self-Assessment
You should complete the Financial Insights Checklist before reviewing the self-assessment. Use the space at the bottom of each page to record notes of the steps you can take to improve your situation.
- Financial Management
- Risk Management
- Investment Management
- Retirement Planning
- Tax Planning
- Personal Estate Planning
- Corporate Estate Planning
Self-Assessment Answer Key…
[x] No action is required – What you are doing should not impact the goals and plans you make.
[x] Room for improvement – Assess your situation and the impact it may have on the goals and plans you make.
[x] Obstacle to your success – The goals and plans you make may be more difficult to achieve until this is resolved.