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620 N. Denning Dr.
Winter Park, FL 32789
844.357.1120

2100 Lake Eustis Drive
Tavares, FL 32778

2520 Burnsed Blvd
The Villages, FL 32163

315 Commercial Dr
Savannah, GA 31406

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Retirement Scorecard

Step 1 of 16 - Scorecard Introduction

Destiny Family Office Scorecard

Submit Your Scorecard

We believe clients who are the best fit for our Family Office will instantly understand why this powerful tool is the first step to building an extraordinary relationship. Completing the Scorecard will take only about 10 minutes, yet the insights you gain into your situation may well be profound.

When reading through the statements for each of the mindsets, make sure to evaluate yourself candidly.
1. Complete the form below to get started.
2. Enter the number that best represents where you currently see yourself for each mindset.
3. You may want to write down insights you gain as you score yourself, as well as first actions you’d like to take.
4. Your completed scorecard will be sent to the email address you provide below.
Get started on your Destiny Family Office Scorecard.
Your Contact Info
Name*
Phone*
Email*
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Advisor we should share this with?
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If so, which Advisor?

Mindset Number One: Investment Strategy & Implementation

CURRENT SCORE

IDEAL SCORE

You haphazardly make investment choices whether public or private investments. You go with gut instincts or recommendations from your friends, family or colleagues.

You rely on one or several investment advisors to make your investment choices but oversight lacks desire.

You have a process for traditional asset selection but do not have the resources to properly evaluate all asset classes.

You have the resources to properly evaluate not only traditional investments but also non-traditional, private equity, alternative and non-public investment alternatives.

ENTER CURRENT SCORE*
ENTER IDEAL SCORE

Mindset Number Two: Investment Choice

CURRENT SCORE

IDEAL SCORE

You haphazardly make investment choices whether public or private investments. You go with gut instincts or recommendations from your friends, family or colleagues.

You rely on one or several investment advisors to make your investment choices but oversight lacks desire.

You have a process for traditional asset selection but do not have the resources to properly evaluate all asset classes.

You have the resources to properly evaluate not only traditional investments but also non-traditional, private equity, alternative and non-public investment alternatives.

ENTER CURRENT SCORE*
ENTER IDEAL SCORE

Mindset Number Three: Tax Services

CURRENT SCORE

IDEAL SCORE

You have been with the same CPA for many years and though there is no specialized services provided nor coordination with your team, you have just never been compelled to change.

You have an accounting firm you are comfortable are on top of things but they do not participate in the coordination of all of your financial affairs.

You have a top tiered accounting firm with known specialization in your field.

You have a tax firm with specialization in your area of need. These professionals coordinate all of your needs with your team of advisors so that everyone is on the same page.

ENTER CURRENT SCORE*
ENTER IDEAL SCORE

Mindset Number Four: Integrated Financial Strategies

CURRENT SCORE

IDEAL SCORE

You do not have a team leader, there is no coordination of services for your benefit nor communication between advisors.

You have a trusted advisor but not one coordinating all of your efforts.

You have a great team but there are no systematic team meetings.

Your team leader coordinates at least two meetings per year for you with all of your advisors to brainstorm planning needs for you and your family.

ENTER CURRENT SCORE*
ENTER IDEAL SCORE

Mindset Number Five: Client Information Management

CURRENT SCORE

IDEAL SCORE

You receive reporting from your team of advisors when requested.

You have systematic but not coordinated reporting.

You have systematized reporting of all of your assets.

You have systematized reporting provided by all of your customized advisors and conveniently stored and readily accessible to you.

ENTER CURRENT SCORE*
ENTER IDEAL SCORE

Mindset Number Six: Wealth Transfer Planning

CURRENT SCORE

IDEAL SCORE

You do not have legal documents drafted or they are old, not up to date and not consistent with your current goals.

You have legal documents drafted but are not confident they properly convey your intentions.

You have legal documents conveying your needs but you are not completely confident all of your intentions are being handled in the most efficient manner.

You have a well thought-out and executed estate plan that you, your family and your team completely understand.

ENTER CURRENT SCORE*
ENTER IDEAL SCORE

Mindset Number Seven: Trusteeship Services

CURRENT SCORE

IDEAL SCORE

You have not named trustees, they are out of date or they are not qualified to carry out your wishes.

You have trustees named but don't have confidence they are the best to carry out your wishes.

You have a trusted trustee named but handling your needs may be beyond their expertise.

You have chosen a trustee for your estate you are confident has the capabilities to carry out your wishes, has a relationship with your family and fully understands your situation.

ENTER CURRENT SCORE*
ENTER IDEAL SCORE

Mindset Number Eight: Liability Management

CURRENT SCORE

IDEAL SCORE

You have purchased various insurance policies at various times through various providers but there is no consolidated plan or tracking.

You do not know where you stand regarding liability management.

You have a dedicated agent and feel your needs have been properly met.

You have undergone a systematized process to evaluate and adjust all of your liability needs. These are also tracked in an orderly fashion.

ENTER CURRENT SCORE*
ENTER IDEAL SCORE

Mindset Number Nine: Lifestyle Enhancements

CURRENT SCORE

IDEAL SCORE

You prefer to do everything yourself though you realize this is not the best use of your time.

You have most of your lifestyle needs taken care of but in an uncoordinated effort.

Your lifestyle needs are taken care of but you believe more of this could be efficiently delegated.

You have a directory service designed to make life simpler by providing access to individuals and companies who can take time consuming; non-productive (for you) work off your hands.

ENTER CURRENT SCORE*
ENTER IDEAL SCORE

Mindset Number Ten: Family Continuity

CURRENT SCORE

IDEAL SCORE

Your family is unaware of your overall situation.

Your family is aware of your situation but not in a coordinated effort.

Your family is aware and involved in the family continuity plan.

You have a family governance plan which includes family meetings, education, coaching and mentoring.

ENTER CURRENT SCORE*
ENTER IDEAL SCORE

Mindset Number Eleven: Family Philanthropy

CURRENT SCORE

IDEAL SCORE

You are not philanthropic or you make miscellaneous charitable donations with no set, established plan.

You make donations to a set group of beneficiaries.

You have a coordinated effort towards your planned giving.

You have a private foundation in place to adhere to your long-term, multi-generational objectives.

ENTER CURRENT SCORE*
ENTER IDEAL SCORE

Mindset Number Twelve: Business Planning

CURRENT SCORE

IDEAL SCORE

You have never considered the use of a business coach to do an analysis of your company.

If N/A enter 0

You have done business planning but not in a coordinated effort.

You have a systemized process to evaluate and clarify company goals, management and culture.

You have a business advisor to identify strategies for company growth, management growth and evaluation of culture.

ENTER CURRENT SCORE*
ENTER IDEAL SCORE

Mindset Number Thirteen: Business Benefits

CURRENT SCORE

IDEAL SCORE

You do not provide business benefits or do not put much meaningful thought into these benefits.

If N/A enter 0

You provide benefits as part of your duties as the business owner.

You systematically monitor and track all of your company benefits.

You have a CFO and/or an outside consultant to monitor and make adjustments to all of your business benefit needs including key person retention, 401k and CBP.

ENTER CURRENT SCORE*
ENTER IDEAL SCORE

Mindset Number Fourteen: Business Succession

CURRENT SCORE

IDEAL SCORE

You do not have a succession plan in place and have not found and/or approved a successor.

If N/A enter 0

You have a potential successor but have not legally documented this, you are uncertain this person is the right person or there are concerns if this person will work well with the family.

You have a succession plan in place you are comfortable with and believe this person will work well with the family.

You have hired a consultant to align the strategic goals of the business with the family, develop a compatible exit strategy and identify and develop leadership.

ENTER CURRENT SCORE*
ENTER IDEAL SCORE

Mindset Number Fifteen: Simplicity & Peace of Mind

CURRENT SCORE

IDEAL SCORE

You always have too much on your plate, your overall financial situation is confusing and you have no peace of mind. Your company requires your attention at all times.

You have a lot going on but manage to handle all of it, however you would like to reduce your stress, delegate and enjoy your life more. You need to make changes or adjustments to executive team.

You have a strong executive team in place but you still lack the structure either within business or personally to fully delegate items, get non-essential items off your plate and reduce your stress.

You have the confidence in your overall situation which provides you with the peace of mind to focus on your own unique abilities and not have to worry about everything else. You have a self-managing company.

ENTER CURRENT SCORE*
ENTER IDEAL SCORE
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Contact

SEIZE YOUR DESTINY

Locations

Contact Us

Retirement Scorecard

Step 1 of 16 - Scorecard Introduction

Destiny Family Office Scorecard

Submit Your Scorecard

Your Contact Info

Mindset Number One: Investment Strategy & Implementation

Mindset Number Two: Investment Choice

Mindset Number Three: Tax Services

Mindset Number Four: Integrated Financial Strategies

Mindset Number Five: Client Information Management

Mindset Number Six: Wealth Transfer Planning

Mindset Number Seven: Trusteeship Services

Mindset Number Eight: Liability Management

Mindset Number Nine: Lifestyle Enhancements

Mindset Number Ten: Family Continuity

Mindset Number Eleven: Family Philanthropy

Mindset Number Twelve: Business Planning

Mindset Number Thirteen: Business Benefits

Mindset Number Fourteen: Business Succession

Mindset Number Fifteen: Simplicity & Peace of Mind