Your Planning Evaluation

Your Planning Evaluation – 16

1 – 20 –    It’s time to focus on your planning opportunities.

21 – 30 – You are like most affluent families. You have done some good planning, But a great deal of additional work still needs to be done.

31 – 35 – You are well on your way. Creative fine tuning will help maximize your planning outcomes.

36 – 45 –  Great job!