Financial Priorities Scorecard

First Name

Last Name

Email

Phone

INVENTORY & ORGANIZE

Question	Low Priority → High Priority
Getting All My Financial Documents in One Place and Easy to Retrieve	1	2	3	4	5
Organizing My Financial World to Make More Effective Decisions	1	2	3	4	5
Having a Complete Visual Map of My Assets	1	2	3	4	5
Making Sure My Family Knows Where Everything is and Have Thoughtful Instructions Ready Should Anything Happen to Me	1	2	3	4	5
Being Able to Easily Retrieve My Balances Across Many Financial Institutions	1	2	3	4	5

Personal Protection

Question	Low Priority → High Priority
Protecting My Income in the Event of a Disability	1	2	3	4	5
Covering Eventual Long-Term Care Expenses for Me or My Family	1	2	3	4	5
Reviewing Costs and Coverage of Property & Casualty Coverage (e.g. Auto, Homeowners, Umbrella)	1	2	3	4	5
Making Sure I Have Appropriate Asset Protection	1	2	3	4	5
Reviewing Appropriate Amounts/Types of Life Insurance	1	2	3	4	5

Personal Estate

Question	Low Priority → High Priority
Making Sure Wills, Trusts & Powers of Attorney are Current	1	2	3	4	5
Exploring Charitable Giving Strategies	1	2	3	4	5
Minimizing Estate Tax and Transfer Strategies	1	2	3	4	5
Considering Trusts that Produce Additional Asset Protection	1	2	3	4	5
Exploring Multi-Generational Planning	1	2	3	4	5

Personal Balance Sheet & Cash Flow

Question	Low Priority → High Priority
Making Sure My Cash Flow is Allocated to My Highest Priorities	1	2	3	4	5
Assessing Credit Lines and/or Debt Management	1	2	3	4	5
Having Appropriate Liquidity for Unexpected Opportunities/Threats	1	2	3	4	5
Funding Education Needs (e.g. Section 529 Plans)	1	2	3	4	5
Evaluating Savings Rate for Retirement	1	2	3	4	5

Finance Balance, Time Horizon & Risk

Question	Low Priority → High Priority
Reviewing Investment Objectives, Timelines & Risk Preferences	1	2	3	4	5
Evaluating Asset Allocation, Location & Diversification	1	2	3	4	5
Evaluating Tax-Favored Retirement Plans (e.g. 401(k))	1	2	3	4	5
Reviewing Portfolio Liquidity Concerns	1	2	3	4	5

Personal Benefits

Question	Low Priority → High Priority
Making sure I have appropriate medical: Health, Dental, Vision, etc.	1	2	3	4	5
Reviewing group life and/or Disability Income Protection	1	2	3	4	5
Review Executive Options/Benefits Plan	1	2	3	4	5
Optimizing Employer Benefits/Coverage	1	2	3	4	5

Personal Tax & Financial Efficiency

Question	Low Priority → High Priority
Income Tax Reductions & Offsets	1	2	3	4	5
Capital Gains & Estate Tax Efficiencies	1	2	3	4	5
Assessing Charitable Strategies	1	2	3	4	5

Personal Sufficiency

Question	Low Priority → High Priority
Knowing How Much is Needed to Support My Lifestyle in Retirement	1	2	3	4	5
Knowing How my Enterprise Value will Meet My Retirement Needs	1	2	3	4	5
Evaluating Retirement Income Strategies	1	2	3	4	5

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