How Strong is Your Citadel? - Atlantic Financial

Citadel Grading Test

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Email *

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Country *

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How Strong is Your Citadel?

First Name *

Last Name *

Email *

Phone *

Country *

Street *

City *

Zip Code *

1. 10-year goal list *

2. Have a personal or family constitution *

3. Goals/constitution aligned financially *

4. Centralized view of your total wealth *

5. Do you have a professional you work with in each of the following areas:

5. Estate Attorney

5. Tax Planner (NOT a tax preparer)

5. Security Consultant

5. Investment Specialist

5. Wealth Manager

5. Real Estate - Commercial and/or Residential

6.Schedule for when you meet with your team *

7. Is your investment strategy diversified? *

8. Do you stress test your portfolio? *

9. Have you conducted a risk audit? *

10. Do you have contingency plans? *

11. Have you created an enforceable estate plan? *

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