Growing and Protecting Wealth for Generations
As a fiduciary, our focus is always on you.
Which means helping to protect you from the financial risks associated with health and longevity.
The questionnaires below help us better understand your current practices and preferences, and enable us to more effectively secure your financial future. Most take 5 minutes or less to complete.
Collects “trusted contact” information and creates a personalized plan outlining the steps a person needs to take to safely transfer financial decision-making authority.
Helps to identify potential trouble spots in the way a person is managing finances and generates suggestions for how to become more organized and prepared.
Identifies gaps in a person’s estate planning efforts and assesses their level of preparedness to safely transfer wealth to heirs in the manner they intend.
Healthcare Decision-Making and Costs
Establishes person’s current health status, attitudes towards medical treatment, quality of life directives, and generates estimates of health care and long-term care costs.
Identifies a person’s living preferences for where and how to live later in life and identifies issues that may jeopardize their ability to live affordably and safely.
Establishes a person’s driving preferences and identifies the conditions under which they will agree to get tested, take a refresher course, or quit driving altogether.
Assesses a person’s level of financial literacy and detects any over-confidence in their understanding of basic financial products and concepts.
Identifies traits that place a person at risk for sub-optimal financial decision-making or exploitation. It is based on a study conducted at the Mass General Hospital in Boston.