Personal Financial Planning Assessment

When did you last review how much you will need to meet your retirement or other lifetime financial planning goals?




Please make a selection.

Whether you use professional money management or not, do you have a written Investment Policy Statement that serves as a guide or template for your investment planning?


. If no, Why not?
Please make a selection.

Are your financial planning goals driving the decision-making process when selecting investment vehicles or are these decisions more product oriented?



Please make a selection.

How do you assess or measure the level of risk in your portfolio and your progress in meeting your planning goals?



Meet regularly with my advisor to discuss
Please make a selection.

Do you view your company-sponsored retirement plan (i.e., 401(k) or profit sharing plan) as a major component in meeting your retirement goals?





Please make a selection.

If you are approaching retirement with a significant retirement plan balance, do you feel up to the challenge of converting your retirement assets to a consistent and inflation-protected income stream to meet your retirement income needs?



Please make a selection.

When was the last time you reviewed your will and are you comfortable that you are taking advantage of all of the available credits and deductions?




Please make a selection.

As different types of property (i.e., life insurance, qualified plan assets, jointly titled property) do not pass to your heirs through your will, are you comfortable that the ownership and beneficiary designations on your assets are coordinated properly with your estate plan?



Please make a selection.

Have you analyzed how different beneficiary designations on your IRA or 401(k) plan can impact the level of income taxation that you and your children will ultimately pay on these assets?



Please make a selection.

Are you concerned about the risk of lawsuits, creditors or divorce on the wealth yopu have created over your lifetime?


 

Please fill out your information and we will contact you shortly.

*First Name: Your first name is required.Invalid format.
*Last Name Your last name is required.Invalid format.
Company Name:
Company Address:
City:
State:
Zip Code:
*Phone: Your contact phone number is required.Full number is required: (xxx)xxx-xxxx.
*E-Mail: Your e-mail address is required.Full email address is required.
Questions or Comments:

 

Submit Quiz to Cherry Street Partners

Assess Yourself

Take our Quizzes

Business Planning Assessment




Click here to see if you're prepared
for your Strategic Independence.Take the Quiz Take the Quiz
Personal Financial Planning Assesment




Click here to assess your
personal financial fitness.Take the Quiz Take the Quiz

We Are Available

For Speaking Engagements


Cherry Street Partners can speak
at your next business meeting.
CONTACT US to find out more.