Financial Health Assessment

The Accountancy provides solutions that integrate concepts and disciplines having direct applicability and relevance to our clients’ financial lives. To that end, we ask that you embrace our role as your advisor, not just your tax preparer, and answer these questions so we can help you.

Should you have any questions, you can also give us a call at 818-547-5701.

Do you have an estate plan in place?
YesNo

If so, when was it last updated?

When do you plan to retire?

Do you know if your assets will support your retirement needs?
YesNo

Do you currently work with a financial advisor?
YesNo

If so, do you have a written financial plan?
YesNo

If you experienced a health event that required full-time care, do you have a plan or long‐term care insurance to cover that cost?
YesNo

Do you believe you need life insurance?
YesNo

If so, do you believe you have enough?
YesNo

If you experienced a disability that prevented you from working, do you have your income protected with disability insurance?
YesNo

Do you need help planning for any of the considerations below?
Retirement PlanningCaring for a ParentSaving for CollegeProviding a LegacyContributing to CharitySaving for Major Purchases

If you operate a business, would you like to get a no-cost no-obligation quote on your:
Health InsuranceProperty and Casualty InsuranceGeneral Liability Insurance

Please let us know in your own words the top three financial concerns you have and we will try to address them responsibly