{"id":2966,"date":"2021-02-02T21:06:41","date_gmt":"2021-02-03T05:06:41","guid":{"rendered":"http:\/\/www.theaccountancy.com\/?page_id=2966"},"modified":"2021-02-03T10:48:01","modified_gmt":"2021-02-03T18:48:01","slug":"financial-health-assessment","status":"publish","type":"page","link":"https:\/\/www.theaccountancy.com\/resources\/financial-health-assessment\/","title":{"rendered":"Financial Health Assessment"},"content":{"rendered":"<h1>Financial Health Assessment<\/h1>\n<p>The Accountancy provides solutions that integrate concepts and disciplines having direct applicability and relevance to our clients\u2019 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.<\/p>\n<p>Should you have any questions, you can also give us a call at 818-547-5701.<\/p>\n\n<div class=\"wpcf7 no-js\" id=\"wpcf7-f2968-o1\" lang=\"en-US\" dir=\"ltr\" data-wpcf7-id=\"2968\">\n<div class=\"screen-reader-response\"><p role=\"status\" aria-live=\"polite\" aria-atomic=\"true\"><\/p> <ul><\/ul><\/div>\n<form action=\"\/wp-json\/wp\/v2\/pages\/2966#wpcf7-f2968-o1\" method=\"post\" class=\"wpcf7-form init\" aria-label=\"Contact form\" novalidate=\"novalidate\" data-status=\"init\">\n<div style=\"display: none;\">\n<input type=\"hidden\" name=\"_wpcf7\" value=\"2968\" \/>\n<input type=\"hidden\" name=\"_wpcf7_version\" value=\"6.0.3\" \/>\n<input type=\"hidden\" name=\"_wpcf7_locale\" value=\"en_US\" \/>\n<input type=\"hidden\" name=\"_wpcf7_unit_tag\" value=\"wpcf7-f2968-o1\" \/>\n<input type=\"hidden\" name=\"_wpcf7_container_post\" value=\"0\" \/>\n<input type=\"hidden\" name=\"_wpcf7_posted_data_hash\" value=\"\" \/>\n<input type=\"hidden\" name=\"_wpcf7_recaptcha_response\" value=\"\" \/>\n<\/div>\n<p><label> Your Name (required)<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"your-name\"><input size=\"40\" maxlength=\"400\" class=\"wpcf7-form-control wpcf7-text wpcf7-validates-as-required\" aria-required=\"true\" aria-invalid=\"false\" value=\"\" type=\"text\" name=\"your-name\" \/><\/span> <\/label>\n<\/p>\n<p><label> Your Email<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"your-email\"><input size=\"40\" maxlength=\"400\" class=\"wpcf7-form-control wpcf7-email wpcf7-validates-as-required wpcf7-text wpcf7-validates-as-email\" aria-required=\"true\" aria-invalid=\"false\" value=\"\" type=\"email\" name=\"your-email\" \/><\/span> <\/label>\n<\/p>\n<p><label> Your Phone Number<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"tel-461\"><input size=\"40\" maxlength=\"400\" class=\"wpcf7-form-control wpcf7-tel wpcf7-text wpcf7-validates-as-tel\" aria-invalid=\"false\" value=\"\" type=\"tel\" name=\"tel-461\" \/><\/span> <\/label>\n<\/p>\n<p>Do you have an estate plan in place?<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"estate-plan\"><span class=\"wpcf7-form-control wpcf7-checkbox wpcf7-exclusive-checkbox\"><span class=\"wpcf7-list-item first\"><input type=\"checkbox\" name=\"estate-plan\" value=\"Yes\" \/><span class=\"wpcf7-list-item-label\">Yes<\/span><\/span><span class=\"wpcf7-list-item last\"><input type=\"checkbox\" name=\"estate-plan\" value=\"No\" \/><span class=\"wpcf7-list-item-label\">No<\/span><\/span><\/span><\/span>\n<\/p>\n<p>If so, when was it last updated?<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"textarea-523\"><textarea cols=\"40\" rows=\"10\" maxlength=\"2000\" class=\"wpcf7-form-control wpcf7-textarea\" aria-invalid=\"false\" name=\"textarea-523\"><\/textarea><\/span>\n<\/p>\n<p>When do you plan to retire?<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"textarea-90\"><textarea cols=\"40\" rows=\"10\" maxlength=\"2000\" class=\"wpcf7-form-control wpcf7-textarea\" aria-invalid=\"false\" name=\"textarea-90\"><\/textarea><\/span>\n<\/p>\n<p>Do you know if your assets will support your retirement needs?<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"retirement-needs\"><span class=\"wpcf7-form-control wpcf7-checkbox wpcf7-exclusive-checkbox\"><span class=\"wpcf7-list-item first\"><input type=\"checkbox\" name=\"retirement-needs\" value=\"Yes\" \/><span class=\"wpcf7-list-item-label\">Yes<\/span><\/span><span class=\"wpcf7-list-item last\"><input type=\"checkbox\" name=\"retirement-needs\" value=\"No\" \/><span class=\"wpcf7-list-item-label\">No<\/span><\/span><\/span><\/span>\n<\/p>\n<p>Do you currently work with a financial advisor?<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"Finacial-advisor\"><span class=\"wpcf7-form-control wpcf7-checkbox wpcf7-exclusive-checkbox\"><span class=\"wpcf7-list-item first\"><input type=\"checkbox\" name=\"Finacial-advisor\" value=\"Yes\" \/><span class=\"wpcf7-list-item-label\">Yes<\/span><\/span><span class=\"wpcf7-list-item last\"><input type=\"checkbox\" name=\"Finacial-advisor\" value=\"No\" \/><span class=\"wpcf7-list-item-label\">No<\/span><\/span><\/span><\/span>\n<\/p>\n<p>If so, do you have a written financial plan?<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"Finacial-plan\"><span class=\"wpcf7-form-control wpcf7-checkbox wpcf7-exclusive-checkbox\"><span class=\"wpcf7-list-item first\"><input type=\"checkbox\" name=\"Finacial-plan\" value=\"Yes\" \/><span class=\"wpcf7-list-item-label\">Yes<\/span><\/span><span class=\"wpcf7-list-item last\"><input type=\"checkbox\" name=\"Finacial-plan\" value=\"No\" \/><span class=\"wpcf7-list-item-label\">No<\/span><\/span><\/span><\/span>\n<\/p>\n<p>If you experienced a health event that required full-time care, do you have a plan or long\u2010term care insurance to cover that cost?<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"long-term-care\"><span class=\"wpcf7-form-control wpcf7-checkbox wpcf7-exclusive-checkbox\"><span class=\"wpcf7-list-item first\"><input type=\"checkbox\" name=\"long-term-care\" value=\"Yes\" \/><span class=\"wpcf7-list-item-label\">Yes<\/span><\/span><span class=\"wpcf7-list-item last\"><input type=\"checkbox\" name=\"long-term-care\" value=\"No\" \/><span class=\"wpcf7-list-item-label\">No<\/span><\/span><\/span><\/span>\n<\/p>\n<p>Do you believe you need life insurance?<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"life-insurance\"><span class=\"wpcf7-form-control wpcf7-checkbox wpcf7-exclusive-checkbox\"><span class=\"wpcf7-list-item first\"><input type=\"checkbox\" name=\"life-insurance\" value=\"Yes\" \/><span class=\"wpcf7-list-item-label\">Yes<\/span><\/span><span class=\"wpcf7-list-item last\"><input type=\"checkbox\" name=\"life-insurance\" value=\"No\" \/><span class=\"wpcf7-list-item-label\">No<\/span><\/span><\/span><\/span>\n<\/p>\n<p>If so, do you believe you have enough?<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"enough-life-insurance\"><span class=\"wpcf7-form-control wpcf7-checkbox wpcf7-exclusive-checkbox\"><span class=\"wpcf7-list-item first\"><input type=\"checkbox\" name=\"enough-life-insurance\" value=\"Yes\" \/><span class=\"wpcf7-list-item-label\">Yes<\/span><\/span><span class=\"wpcf7-list-item last\"><input type=\"checkbox\" name=\"enough-life-insurance\" value=\"No\" \/><span class=\"wpcf7-list-item-label\">No<\/span><\/span><\/span><\/span>\n<\/p>\n<p>If you experienced a disability that prevented you from working, do you have your income protected with disability insurance?<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"diability-ins\"><span class=\"wpcf7-form-control wpcf7-checkbox wpcf7-exclusive-checkbox\"><span class=\"wpcf7-list-item first\"><input type=\"checkbox\" name=\"diability-ins\" value=\"Yes\" \/><span class=\"wpcf7-list-item-label\">Yes<\/span><\/span><span class=\"wpcf7-list-item last\"><input type=\"checkbox\" name=\"diability-ins\" value=\"No\" \/><span class=\"wpcf7-list-item-label\">No<\/span><\/span><\/span><\/span>\n<\/p>\n<p>Do you need help planning for any of the considerations below?<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"checkbox-886\"><span class=\"wpcf7-form-control wpcf7-checkbox\"><span class=\"wpcf7-list-item first\"><input type=\"checkbox\" name=\"checkbox-886[]\" value=\"Retirement Planning\" \/><span class=\"wpcf7-list-item-label\">Retirement Planning<\/span><\/span><span class=\"wpcf7-list-item\"><input type=\"checkbox\" name=\"checkbox-886[]\" value=\"Caring for a Parent\" \/><span class=\"wpcf7-list-item-label\">Caring for a Parent<\/span><\/span><span class=\"wpcf7-list-item\"><input type=\"checkbox\" name=\"checkbox-886[]\" value=\"Saving for College\" \/><span class=\"wpcf7-list-item-label\">Saving for College<\/span><\/span><span class=\"wpcf7-list-item\"><input type=\"checkbox\" name=\"checkbox-886[]\" value=\"Providing a Legacy\" \/><span class=\"wpcf7-list-item-label\">Providing a Legacy<\/span><\/span><span class=\"wpcf7-list-item\"><input type=\"checkbox\" name=\"checkbox-886[]\" value=\"Contributing to Charity\" \/><span class=\"wpcf7-list-item-label\">Contributing to Charity<\/span><\/span><span class=\"wpcf7-list-item last\"><input type=\"checkbox\" name=\"checkbox-886[]\" value=\"Saving for Major Purchases\" \/><span class=\"wpcf7-list-item-label\">Saving for Major Purchases<\/span><\/span><\/span><\/span>\n<\/p>\n<p>If you operate a business, would you like to get a no-cost no-obligation quote on your:<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"business-items\"><span class=\"wpcf7-form-control wpcf7-checkbox\"><span class=\"wpcf7-list-item first\"><input type=\"checkbox\" name=\"business-items[]\" value=\"Health Insurance\" \/><span class=\"wpcf7-list-item-label\">Health Insurance<\/span><\/span><span class=\"wpcf7-list-item\"><input type=\"checkbox\" name=\"business-items[]\" value=\"Property and Casualty Insurance\" \/><span class=\"wpcf7-list-item-label\">Property and Casualty Insurance<\/span><\/span><span class=\"wpcf7-list-item\"><input type=\"checkbox\" name=\"business-items[]\" value=\"General Liability Insurance\" \/><span class=\"wpcf7-list-item-label\">General Liability Insurance<\/span><\/span><span class=\"wpcf7-list-item last\"><input type=\"checkbox\" name=\"business-items[]\" value=\"Business Succession Planning\" \/><span class=\"wpcf7-list-item-label\">Business Succession Planning<\/span><\/span><\/span><\/span>\n<\/p>\n<p>Please let us know in your own words the top three financial concerns you have and we will try to address them responsibly<br \/>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"textarea-232\"><textarea cols=\"40\" rows=\"10\" maxlength=\"2000\" class=\"wpcf7-form-control wpcf7-textarea\" aria-invalid=\"false\" name=\"textarea-232\"><\/textarea><\/span>\n<\/p>\n<p><input class=\"wpcf7-form-control wpcf7-submit has-spinner\" type=\"submit\" value=\"Send\" \/>\n<\/p><div class=\"wpcf7-response-output\" aria-hidden=\"true\"><\/div>\n<\/form>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>Financial Health Assessment The Accountancy provides solutions that integrate concepts and disciplines having direct applicability and relevance to our clients\u2019 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&#8230;<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":418,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_vp_format_video_url":"","_vp_image_focal_point":[],"footnotes":""},"class_list":["post-2966","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Financial Health Assessment - The Accountancy<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.theaccountancy.com\/resources\/financial-health-assessment\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Financial Health Assessment - The Accountancy\" \/>\n<meta property=\"og:description\" content=\"Financial Health Assessment The Accountancy provides solutions that integrate concepts and disciplines having direct applicability and relevance to our clients\u2019 financial lives. 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