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Wealth Matters
Needs Analysis
17Questions
  • 1
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  • 2
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  • 3
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  • 4
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  • 5
    -
    Pick a Date
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  • 6
    e.g. $90,000
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  • 7
    A dependent spouse is one who depends on you to provide for them financially.
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  • 8
    e.g. 2
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  • 9
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  • 10
    I.e. You will require less insurance if you use your own assets to offset debts, etc. Do not include any assets that you would want to keep.
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  • 11
    I.e. Do not include amounts that you don't want to be paid out for any reason.
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  • 12

    The following questions will ask you how much you would need for certain contigencies.

    You may either input your own amounts or rely on our suggestions.

    Our suggestions will take into consideration – your age, family situation (spouse, children, etc.) to calculate what sort of contingencies you should have.

     

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  • 13
    e.g. $90,000
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  • 14
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  • 15
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  • 16
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  • 17
    e.g. cancer, stroke, heart attack, etc.
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