Templates

Client Wealth Map

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1. Family Matters
 
    1.1. Family Structure
 
        1.1.1. Children
 
        1.1.2. Siblings
 
        1.1.3. Parents
 
    1.2. Milestones
 
        1.2.1. 1-3 Years
 
        1.2.2. 4 – 10 Years
 
        1.2.3. 10 – 20 Years
 
        1.2.4. Bucklist
 
    1.3. Personal Real Estate
 
    1.4. Charity
 
2. Legacy Preservation
 
    2.1. Risk Management
 
        2.1.1. Life
 
        2.1.2. Disability
 
        2.1.3. Long Term Care
 
        2.1.4. Property Casualty
 
    2.2. Estate Plan
 
        2.2.1. Estate Diagram
 
        2.2.2. Rev Trust & Will
 
        2.2.3. Asset Protection
 
3. Planning
 
    3.1. Financial Plan
 
    3.2. Taxes
 
        3.2.1. Income Tax Projections
 
        3.2.2. Tax Returns
 
    3.3. Trusted Advisors
 
        3.3.1. Wealth Manager
 
        3.3.2. Attorney
 
        3.3.3. Accountant
 
        3.3.4. Insurance Advisers
 
        3.3.5. Trust Officer
 
    3.4. Follow Up
 
4. Investments
 
    4.1. Risk Tolerance Summary
 
    4.2. Investment Policy Statement
 
    4.3. Retirement Plans
 
    4.4. Financial Assets
 
    4.5. Taxable
 
    4.6. Tax Deferred (Insurances)
 
    4.7. Investment Real Estate
 
    4.8. Investment Manager Portfolios