Wealth Health Assessment

Wealth Evolution Group
Office: (303) 586-8890
Fax: (303) 586-8891

620 E. Main Street
Frisco, CO 80443

Mailing Address:
PO Box 300
Frisco, CO 80443

Advisory services offered through the Institute for Wealth, a Registered Investment Adviser. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

DISCLAIMER PRIVACY POLICY DISCLOSURES

1 2 3	You do not have a plan for how to invest or clear goals for what you’d like to achieve in your financial future. You think you don’t have enough money.	1 2 3
4 5 6	You know you could manage your personal finances and investments better, but you are unsure of how to do so. You worry a lot about the unpredictability of the market and your financial future.	4 5 6
7 8 9	You are generally satisfied with how your personal financial planning and investing has gone, but wonder if there is more that you could be doing.	7 8 9
10 11 12	You have a clear plan for your financial future and investments. You track your progress regularly and adjust the plan as needed to account for the changes in your life. You are very confident you will achieve all of your most important financial goals - even goals that you’re not aware of yet.	10 11 12

1 2 3	You become overwhelmed when you think about financial issues like financial planning, tax mitigation or estate planning. You believe these are complex areas that ordinary people have no control over.	1 2 3
4 5 6	You believe that someday when you have a lot more money, at that time these are issues you should deal with. You are glad you don’t have to address them now because you have no idea how to do so.	4 5 6
7 8 9	You have covered some issues such as starting a financial plan, making a will and taking steps to mitigate your income taxes. You have not done a comprehensive assessment to determine what else you could do to maximize your personal wealth, but you still feel like you are doing fine here.	7 8 9
10 11 12	You understand that there are many factors beyond investments for maximizing personal wealth. You actively employ solutions and advisors to manage your financial planning, mitigate your taxes and facilitate your wealth transfer and charitable giving goals.	10 11 12

1 2 3	Personal relationships are much less important to you than money. If you are disappointed with professional services, you feel comfortable “putting their feet to the fire”.	1 2 3
4 5 6	You value people much more for their current performance, than you do for their integrity and character, and the strength of your relationship together.	4 5 6
7 8 9	Other than family and friends, personal relationships are less important to you. You do not necessarily care about having a personal connection with your service providers or work colleagues.	7 8 9
10 11 12	Personal relationships are the most important thing in your life, and you surround yourself with interesting and fun people. You could envision “having a beer” together with your advisor.	10 11 12

1 2 3	You have trouble giving up CONTROL. You always think that "you can do it better", and that nobody will care as much about your money and success as you do.	1 2 3
4 5 6	You feel comfortable delegating parts of your life, but not "the important stuff". You will hire someone to clean your house, but not to manage your money. You have no team in place to assist with your personal finances.	4 5 6
7 8 9	You seek a relationship with an advisor you can "collaborate" with, and "bounce things off of". You may have a financial advisor, CPA and lawyer, but they do not work proactively together.	7 8 9
10 11 12	You recognize those activities you are not good at, or don't have the time or inclination to do. You WELCOME opportunities to pay others to do these activities for you and work only with the best. The best also coordinates a network of specialists that will maximize your personal wealth.	10 11 12

1 2 3	You expect that the world will always conform to your desires, and have difficulty coping when it doesn't. Uncertainty and risk make you extremely upset and afraid.	1 2 3
4 5 6	The difficulties of life often make you feel "victimized". You tend to only focus on your bad experiences and you frequently lament the losses or hardships sustained in the past.	4 5 6
7 8 9	You understand the world is imperfect, and that uncertainty, challenges, and opportunities are part of life. You take a long term view of success, and a mature understanding of uncertainty.	7 8 9
10 11 12	You WELCOME the challenges and opportunities presented by problems. You understand that difficulties are the raw material for improvements and achievement. You look at every day as an opportunity to grow and develop.	10 11 12

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Directions

Financial Wealth

Financial Wealth

Relationship Wealth

Relationship Wealth

Experience Wealth

Experience Wealth

Contribution Wealth

Contribution Wealth