Marital / Household Status
Select one
Single
Married / Partnered
Widowed
Divorced
B
Investment Risk Profile
Helps us understand how much risk fits your goals, timeline, and temperament.
Which best describes your investment experience?
Select one
Limited — mostly employer retirement accounts
Moderate — self-directed stocks/funds for several years
Extensive — stocks, bonds, alternatives, real estate
Professional background in investing/finance
C
Wealth Management & Planning
Gives us the full picture beyond investments alone.
Approximately how much do you have invested or saved across all accounts?
Select one
Under $500,000
$500,000 – $1 million
$1 million – $3 million
$3 million – $10 million
$10 million+
When did you last have a comprehensive review of your full financial picture (investments, tax, estate, insurance)?
Select one
Within the last 12 months
1–3 years ago
More than 3 years ago
Never
Are you anticipating any major life or financial events in the next 1–3 years?
Business sale, retirement, inheritance, relocation, marriage, divorce, etc. Optional.
Do you have significant outstanding debts or liabilities?
Mortgages, business loans, notes, etc. Optional — a rough sense is fine.
D
Estate & Tax Coordination
Shows how well your legal, tax, and investment planning currently work together.
Do you have an up-to-date will and/or revocable living trust?
Select one
Yes, both — reviewed in the last 3 years
Yes, but not reviewed recently
Only a will, no trust
No estate documents in place
Not sure
Do you work with a CPA or tax professional?
Select one
Yes — and they coordinate with my investment strategy
Yes — but there's little to no coordination today
No, I file on my own or use seasonal tax prep only
Do you work with an estate planning attorney?
Select one
Yes, an ongoing relationship
I've used one in the past, no ongoing relationship
No, I've never worked with one
Any specific estate or tax concerns you'd like addressed?
Estate tax exposure, gifting strategy, multi-generational transfer, out-of-state property, etc.
Send My Assessment →
Jay will personally review your responses and reach out within one business day.
This assessment is for informational purposes only and does not constitute investment, tax, or legal advice.
