The Family Wealth Protection Checkup
Six quick questions across the three pillars of the ecosystem — Build, Protect, Preserve — so you know exactly where you stand and what to do next.
Build — savings and income growth
Protect — coverage if the unexpected happens
Preserve — legacy and retirement readiness
Build
Do you have an emergency fund covering 3+ months of expenses?
This is what stands between you and debt if you lose income unexpectedly — a job loss, medical event, or major repair.
Are you actively saving or investing outside of a retirement account at work?
Employer retirement accounts matter, but they're locked away until retirement — this checks whether you're also building wealth you can actually access sooner.
Protect
If something happened to you tomorrow, would your family have enough to cover funeral costs, debts, and 12 months of income?
This is the core question behind life insurance, and most families have never actually run this number for themselves.
Do you know how much life insurance coverage you currently have — or if you have any?
Many people have some coverage through work but not enough, and it usually disappears the moment they leave that job.
Preserve
Do you have a will, trust, or beneficiary designations that are current?
Without these in place and up to date, the state decides who gets what — and it can take your family months or years to sort out.
Are you on track for the retirement lifestyle you actually want?
This isn't about hitting one magic number — it's about whether you've actually run the math instead of just hoping it works out.