Quiz
1 / 20
Do you have an emergency fund that covers at least 3-6 months of expenses?
2 / 20
Do you have any outstanding debts? If so, are they manageable?
3 / 20
Do you have any assets offshore/abroad?
4 / 20
Do you use your social security to file for EINS for your entities?
5 / 20
How often do you travel and find yourself not exposed enough to international business or investment opportunities?
6 / 20
Do you have a will or estate plan in place?
7 / 20
Are you interested in exploring alternative private banking options?
8 / 20
Are your beneficiaries clearly designated on all your financial accounts and insurance policies?
9 / 20
Have you planned for any significant life events, such as buying a home or retirement?
10 / 20
Do you have a budget that you follow regularly?
11 / 20
Do you have funds in an investment account that enjoys compounding interest?
12 / 20
Do you have a common law trust that is tax-exempt?
13 / 20
Do you have a Roth IRA?
14 / 20
Do you file personal income taxes?
15 / 20
Are you aware of the benefits of gifting assets to family members for tax purposes?
16 / 20
Do you have a tax-free bank account in a Tax Shelter country?
17 / 20
Do you have a 401K plan?
18 / 20
Are you aware of the tax benefits of charitable giving as part of your estate plan?
19 / 20
How would you describe your current financial knowledge?
20 / 20
Are you holding any commodity assets like Gold or Silver?
Your score is
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