Personal Diagnostic Tool

Take a few minutes to answer this short series of questions to gain a quick snap-shot of your financial plan...its strengths and areas to improve. The ten most important financial questions you can ask yourself:

01/10

Have you developed a financial plan which clearly defines your goals and objectives with respect to wealth accumulation and retirement?

Yes
No
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02/10

Are you confident that your financial and insurance affairs are in good order?

Yes
No
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03/10

Could recent market conditions potentially delay your retirement or force you to consider making financial sacrifices for your retirement?

Yes
No
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04/10

If you were to become seriously ill or disabled, could it cause financial hardship to your family?

Yes
No
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05/10

If you were to die prematurely, could it cause financial hardship to your family?

Yes
No
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06/10

Have you reviewed your eligibility to set up a defined benefit pension plan which can potentially guarantee you and your spouse an indexed pension for life?

Yes
No
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07/10

Were you to die or become incapacitated, would your Will and Powers of Attorney reflect your wishes with respect to your finances, family, and business?

Yes
No
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08/10

Are your personal assets protected from creditors in cases of litigation or financial hardship?

Yes
No
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09/10

Is it important for you to consider planning which will help protect and preserve your estate for your children?

Yes
No
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10/10

Are you confident that you have considered and reviewed all potential strategies to reduce or defer your personal and/or corporate taxes?

Yes
No
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What shape is your future in?

Try our simple diagnostic tool to score your financial well-being.

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