Wealth Blueprint Assessment

Our Wealth Assessment helps you determine where you are in the Emerytus Wealth Blueprint™ so you can get the right planning at the right time. Complete this questionnaire to see which phase aligns with your current situation and priorities. At the end, you’ll receive a recommended next step and an option to schedule a consultation.

First name

Last name

Company name

Position

Email

Phone

What best describes your family and personal status? (Choose one)

Single, no dependents

Married or domestic partnership

Married with children or dependents

Part of a blended family

Caregiving responsibilities (aging parents, etc.)

Which of the following best describes your financial and professional status?

Early career, primary income from employment

Mid-career, starting to accumulate assets

High compensation, investment income, or equity acceleration

Business owner or partner in multiple entities

Substantial assets or complex holdings

Which legal documents do you currently have? (Check all that apply)

What are your primary planning goals right now? (Choose up to 2)

Clarify basic legal authority

Protect family and dependents

Protect assets and manage risk

Structure a business or enterprise

Succession and legacy planning

Ongoing stewardship and coordination

Which best describes your exposure or risk profile?

Minimal liability or exposure

Moderate exposure (rental property, equity comp)

High exposure (business, executive risks)

Professional or publicly visible risk

Intergenerational business/family complexity

What is your timeline for taking action?

Immediate (0–3 months)

Short term (3–6 months)

Longer term (6–12 months)

Evaluating but not urgent

*Please fill out all the fields to get your result