Discover Your GPGL - Take This 5-Minute Quiz

Discover Your GPGL
Take this 5-minute Quiz

When it comes to wealth management, we believe in anchoring all strategies in four key areas: Grow, Protect, Give, and Live (GPGL). All areas are important, but some areas will take more or less precedence depending on YOUR GOALS and where you are in life. Your unique GPGL blueprint helps to define and drive what’s most important to you – what we also like to call Your Net Worthwhile^TM. In understanding your Net Worthwhile^TM, you can work with an advisor to build a blueprint that is specific to what you feel will help you live the best life now and in the future.

How It Works

Step 1

Fill out the 5-minute quiz.

Step 2

Receive your Net Worthwhile^TMGPGL in order of priority.

Step 3

Bonus: Get recommended initiatives based on your unique GPGL blueprint so you can take the next step toward your wealth goals.

Let’s Get Started…

Title

Are you currently focused on growth and income or are you in a stage of life where protecting and living is top of mind?

Growing my wealth and income potential is very important/one of my top priorities right now.
I’m more interested in figuring out how to protect my wealth for the future while also enjoying my wealth right now.

Are you satisfied with your current financial opportunities?

Exposure to new investment products and opportunities is very important/one of my top priorities.
Exposure to new investment products and opportunities is less important or not something I'm interested in right now.

Do you have upcoming needs that would require a lot of liquidity, e.g., buying a new home or sending kids to college?

No, I do not have any upcoming needs for a lot of liquidity.
Yes, I will need a large amount of liquidity in the near future.

How would you currently rate your risk tolerance?

I prefer to take a risk-averse approach.
I’m willing to take a riskier approach in hopes to maximize return

Are you confident that you have adequate protection in place for those you love in the event of your death?

I feel that I have adequate coverage and my family/those I love would be taken care of should something happen to me.
I don't feel confident that I have adequate coverage and my family/those I love would be taken care of should something happen to me.

Do you feel confident that you would be prepared to care for a family member should that be necessary?

I am confident that I would be prepared to care for a family member should that be necessary.
I don’t feel confident that I would be prepared to care for a family member should that be necessary

Is it important to you to have a plan for supporting the causes and organizations you care about?

It is important to me to be able to give to the causes and organizations I care about.
It is not important to me to be able to give to causes and organizations right now.

Is it important to you to have a substantial inheritance to pass to your children and/or grandchildren?

I would like to be able to pass a substantial amount of wealth to my children and/or grandchildren.
I am not concerned about passing an inheritance to my children/grandchildren.

Are you interested in learning more about a strategic approach to your generosity?

Yes, I am interested in learning more about an approach to strategic generosity.
No, I am not interested in learning more about an approach to strategic generosity.

Is it important for you to live with financial freedom right now (e.g. the ability to enjoy your wealth without worrying about the future)?

It is important to me that I can enjoy my wealth now while knowing I will also be able to enjoy it in the future.
I am not concerned about enjoying my wealth now. I’d prefer to wait to enjoy it.

How much do you value having guaranteed income in retirement?

It is important to me that I have guaranteed income in retirement.
It is not important to me that I have guaranteed income in retirement.

Do you feel confident in your position to enjoy your wealth in retirement?

I am not completely confident that I will be able to enjoy my wealth in retirement.
I feel fairly confident that I will be able to enjoy my wealth in retirement.

At SignatureFD, we understand that each client is unique. We have 7 client communities that can help you build a wealth blueprint for your specific needs. Please choose which community is best for you:

SignatureExecutive: For Executives
SignatureWomen: For Women executives, women business owners and women in life transitions.
SignaturePro: For Athletes
SignatureHealth: For Healthcare Professionals
SignatureVet: For Veterinary Professionals
SignatureLaw: For Legal Professionals
SignatureEntreprenuer: For Business Owners
SignatureGenerosity: For Focus on Philanthropic Causes
None of these communities apply to me

Which of the following represents your current assets range? (i.e. liquid assets)

$500,000 to $1 Million
$1 Million to $2 Million
$2 Million to $5 Million
Over $5 Million

Creating your report...

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