Could Your Family Benefit From A Meeting
Posted by Admin1034 in Blog, Uncategorized
25
Jul
2016
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| Could your family benefit from a meeting? | |||||||||||
| GBK Strategic Financial Partners self-assesment questionnaire is a good place to start when considering engaging and reviewing your family’s broader financial picture. It will help you assess the degree to which you have a handle on your financial affairs and where you may need some help getting and keeping them in good order – for your own sake and for your family. | |||||||||||
| YES | NO | NOT SURE | |||||||||
| ORGANIZATION AND PLANNING | |||||||||||
| Our financial affairs are well-organized and in good order. | |||||||||||
| I know what my family’s long term goals are and can quantify them. | |||||||||||
| I receive regular, easy to understand, consolidated reporting on all our family holdings | |||||||||||
| across all of our entities and family members. | |||||||||||
| Our personal financial situation is straightforward, I enjoy managing it and feel I am doing | |||||||||||
| a good job. | |||||||||||
| We have a very good document records system that allows us or our heirs to quickly put | |||||||||||
| our hands on whatever we need. | |||||||||||
| I can safely say that very few financial details fall through the cracks in my life. | |||||||||||
| INVESTMENTS | |||||||||||
| I know what rate of return we need from our investments to ensure we meet our family’s | |||||||||||
| objectives over the long run. | |||||||||||
| I am confident that our asset allocation is appropriate. | |||||||||||
| Our investment managers have been objectively reviewed recently and I am confident we | |||||||||||
| have the right ones in place and in the right combinations. | |||||||||||
| We have a written Investment Policy Statement for our overall investment portfolio that | |||||||||||
| clearly lays out the objectives, limitations, review process and accountability. | |||||||||||
| RISK MANAGEMENT | |||||||||||
| I am comfortable that we have the appropriate level of risk in our portfolio. | |||||||||||
| We have a regular, consistent review process in place to evaluate the success of our | |||||||||||
| investments and other financial issues against relevant benchmarks. | |||||||||||
| We are well diversified and not overly reliant on one particular investment. | |||||||||||
| YES | NO | NOT SURE | |||||||||
| TAX PLANNING AND STRUCTURING | |||||||||||
| I am comfortable that we are taking advantage of all the tax efficiencies available to us. | |||||||||||
| I am confident that the tax location of our investment assets is optimal. | |||||||||||
| I understand how the use of a trust could decrease the amount of tax we pay. | |||||||||||
| I full understand the tax implications of any U.S. assets we own, and have protected | |||||||||||
| ourselves accordingly. | |||||||||||
| ESTATE PLANNING AND SUCCESSION | |||||||||||
| I have a clear idea of our estate objectives and how much our heirs will receive and when, | |||||||||||
| and am comfortable with the amounts they will receive. | |||||||||||
| Our wills have been updated in the past three years. We have properly-executed powers | |||||||||||
| of attorney for financial and health care purposes. | |||||||||||
| I feel comfortable that our children are financially well-educated and sufficiently | |||||||||||
| responsible to inherit the assets that are likely to be left to them. | |||||||||||
| I understand all our insurance policies and am confident that they are appropriate | |||||||||||
| and up-to-date. | |||||||||||
| CASH FLOW MANAGEMENT | |||||||||||
| I know exactly how much capital I will need to maintain our standard of living. | |||||||||||
| I know what our family expenses are and feel that they are manageable over the long term. | |||||||||||
| I have a game plan in place to prepare for a liquidity event, such as retirement. | |||||||||||
| FAMILY ISSUES | |||||||||||
| Our family has frequent, open, healthy dialogue about financial issues. | |||||||||||
| I’m comfortable that my spouse and children will be able to manage without me. | |||||||||||
| I am comfortable that our family net worth is not at risk if one of my children get divorced. | |||||||||||
| If any of my family members is a U.S. citizen, resident or green card holder, I understand the | |||||||||||
| tax compliance risks facing the family and have addressed them. | |||||||||||
| ADVISORS | |||||||||||
| I have an advisor who is knowledgeable and objective regarding all of the issues above. | |||||||||||
| My advisor is proactive and regularly anticipates the key that issues need attention in my life. | |||||||||||
| I know all the fees we are paying to our advisors and understand the value we receive | |||||||||||
| and the impact on our net worth. | |||||||||||
| Please print name | Date | ||||||||||
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