How Strong is Your Citadel? How Strong is Your Citadel? First Name * Last Name * Email * Phone * Country * Street * City * Zip Code * 1. 10-year goal list * -None- Yes No 2. Have a personal or family constitution * -None- Yes No 3. Goals/constitution aligned financially * -None- Yes No 4. Centralized view of your total wealth * -None- Yes No 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 * -None- Yes No 7. Is your investment strategy diversified? * -None- Yes No 8. Do you stress test your portfolio? * -None- Yes No 9. Have you conducted a risk audit? -None- Yes No 10. Do you have contingency plans? * -None- Yes No 11. Have you created an enforceable estate plan? * -None- Yes No Lead Source -None- Bickford Farms Website Chainstone Labs Website Watchdog Capital Website Atlantic Financial Website Satoshi Roundtable Website Bruce Fenton Website General Lead Watchdog S24 Job Applicant Watchdog Beta Launch List Watchdog Beta Launch List - Bruce outreach Bitcoin Conference - Miami 2021 Watchdog Self- Accreditation Facebook Twitter FSBDAC Captcha validation failed. If you are not a robot then please try again.
