Strategy Assessment


The Strategy Assessment is a smart, interactive questionnaire that helps you explore and analyze your financial situation. The Strategy Assessment is a relationship-building tool – the answers you provide help us understand your unique financial needs, goals and objectives; and they ensure that our firm is able to provide you with the highest level of financial care and service. This interactive tool will help determine the right steps to take towards your retirement goals and will help you discover more about your financial situation. Organizing your finances and planning your retirement can be challenging; but it’s rewarding once it’s done! And best of all, all of your answers will be securely stored in your personal Generational Vault account to review as needed.

The Strategy Assessment consists of four sections; Risk Analysis, Household Analysis, Income & Social Security Analysis, and Retirement Analysis. Each section will allow us to understand more of who you are as it relates to your lifestyle, your risk tolerance and financial preferences, your family, how you want to plan for your retirement, and what you’d like to accomplish with your money. Understanding who you are will allow us to see your appropriate financial retirement path. When it comes to retirement, there is no such thing as “one size fits all”, which is why we develop a plan to fit your household needs.

When you have completed the Strategy Assessment, you will be given the opportunity to have a virtual consultation with a financial professional to discuss your answers in further detail and develop solutions to meet your retirement income goals.

The Strategy Assessment starts with finding your Color of Money Score and creating your own Generational Vault account.

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