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Financial Preparedness Assessment

Understanding your quality and degree of financial awareness, risk profile and state of preparedness is one of the first steps to closing your gaps and protecting the things you value most. You have spent your life getting to where you are now, working tirelessly to build this life, so protect it.

This assessment is designed to ascertain how well organized your financial affairs are and their current state (including access to documents, accounts, etc.) The quality of one’s preparedness is directly proportional to the quality of one’s organization.

Complete the fields below BEFORE you watch the video.

OVERALL Do you feel more vulnerable than invincible financially?
	Yes
	No

PREPAREDNESS Total Yes:

Total No:

PRESERVATION Total Yes:

Total No:

MINIMIZATION Total Yes:

Total No:

MAXIMIZATION Total Yes:

Total No:

SATISFACTION Total Yes:

Total No:

TOTAL NO. OF YES:

TOTAL NO. OF NO:

PREPAREDNESS Do you know where all your pertinent financial data is located physically and/or digitally; items such as: Bank, Financial Lending Institute?
	Yes
	No

Do you know where all your instruments for access are such as: Keys (for doors, garages, storage units, apartments, spare keys to vehicles)?
	Yes
	No

Do you have all of your financial information organized, current, located in one place?
	Yes
	No

PRESERVATION Do you have Insurance Policies on: Yourself?
	Yes
	No

Are you 100% clear on your personal, familial financial exposure to: Real Estate holdings?
	Yes
	No

Are you utilizing 100% of all tax deductions available to you, Personally?
	Yes
	No

MAXIMIZATION Are you 100% clear on all finance solutions/reductions available to you? For Personal Properties?
	Yes
	No

Are you clear and understand comfortable the investments you've made in / with: Registered Savings Plans (RRSPs)?
	Yes
	No

Are you 100% confident with your real estate portfolio for its: Market position?
	Yes
	No

SATISFACTION Is your current financial plan more than two years old?
	Yes
	No

Deeds, Titles, Contracts, Service Agreements?
	Yes
	No

Joint Ventures, Investors and/or Lender Agreements?
	Yes
	No

Combinations (Locks, doors, buzzer / entry)?
	Yes
	No

Passwords (phone, social media, computer(s), systems)?
	Yes
	No

Have the demands and expectations (financially) in the home grown or decreased?
	Yes
	No

Are you confident your current plan will meet, even exceed your needs?
	Yes
	No

Are you clear 100% on the direction of your financial plan's outcome?
	Yes
	No

Considering the method in which you are clear about, used to rebalance your holdings?
	Yes
	No

Are you 100% comfortable with your plan's alignment to your values today?
	Yes
	No

Given the framework of expectations and needs of your children?
	Yes
	No