TAX & ASSET PROTECTION

1. I have a tax strategy that legally shelters 30–60% of my adjusted gross income.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

2. My business or investments are structured in a way that minimizes exposure to IRS scrutiny or over-taxation.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

3. I leverage tax-exempt vehicles (such as a Private Family Foundation or Public Charity) to reduce taxes and increase impact.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

4. My estate is protected with clear succession planning, avoiding probate and reducing estate taxes.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

5. I have multiple streams of passive or tax-advantaged income.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

LEGACY & FAMILY EMPOWERMENT

6. My family clearly understands our wealth vision and is involved in building legacy.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

7. I’ve already created a trust, will, or charitable entity that will outlive me.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

8. I use charitable giving and philanthropy not just for tax benefits, but for social impact and purpose.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

9. I’ve begun transferring wealth, knowledge, or equity to the next generation.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

10. I have the infrastructure in place for my family to benefit from my foundation or legacy plan.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

PERSONAL POWER &

FINANCIAL CONTROL

11. I feel in full control of my financial future and confident in my asset protection strategy.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

12. I no longer fear the IRS or massive tax bills because my structures are strong and legal.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

13. I make decisions based on financial empowerment, not reaction or survival mode.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

14. I’m surrounded by a team of elite advisors (tax, legal, legacy) who understand wealth preservation.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

15. I have a “freedom number” and know exactly what I need to sustain generational wealth.

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

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