Self-Assessment Questionnaire


    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.

      Organization and Planning
    YesNoNot Sure I know what my family's long term goals are and can quantify them.
    YesNoNot Sure I receive regular, easy to understand, consolidated reporting on all our family holdings across all of our entities and family members.
      Investments
    YesNoNot Sure I know what rate of return we need from our investments to ensure we meet our family's objectives over the long run.
    YesNoNot Sure I am confident that our asset allocation is appropriate.
    YesNoNot Sure 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
    YesNoNot Sure I am comfortable that we have the appropriate level of risk in our portfolio.
    YesNoNot Sure We have a regular, consistent review process in place to evaluate the success of our investments and other financial issues against relevant benchmarks.
    YesNoNot Sure I understand all our insurance policies and am confident that they are appropriate and up-to-date.
      Tax Planning and Structuring
    YesNoNot Sure I am comfortable that we are taking advantage of all the tax efficiencies available to us.
    YesNoNot Sure I am confident that the tax location of our investment assets is optimal.
      Estate Planning and Succession
    YesNoNot Sure 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.
    YesNoNot Sure Our wills have been updated in the past three years. We have properly-executed powers of attorney for financial and health care purposes.
    YesNoNot Sure 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.
      Cash Flow Management
    YesNoNot Sure I know exactly how much capital I will need to maintain our standard of living.
    YesNoNot Sure I know what our family expenses are and feel that they are manageable over the long term.
    YesNoNot Sure I have a game plan in place to prepare for a liquidity event, such as retirement.
      Family Issues
    YesNoNot Sure Our family has frequent, open, healthy dialogue about financial issues.
    YesNoNot Sure I'm comfortable that my spouse and children will be able to manage without me.
      Advisors
    YesNoNot Sure I have an advisor who is knowledgeable and objective regarding all of the issues above.
    YesNoNot Sure My advisor is proactive and regularly anticipates the key issues that need attention in my life.
    YesNoNot Sure I know all the fees we are paying to our advisors and understand the value we receive and the impact on our net worth.

    Our self-assessment questionnaire can help you identify and assess the needs of your business and your family.

    Take our
    Self Assessment Quiz

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