WEALTH MANAGEMENT ASSESSMENT

This assessment provides a score, ranging from 0 to 100, indicating the overall effectiveness of how well you’re managing your wealth.  This tool is designed as a resource for those who know there is room for financial improvement, and also for those who think they are doing well but want confirmation.  Regardless of how you feel you are doing, this quick assessment will dive into each area of our C6 Framework and help uncover weaknesses and risks in your overall wealth management and financial life.

 

DO YOU HAVE A HOLISTIC VIEW OF YOUR WEALTH?