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Clients may complete this self-evaluation ahead of the wealth transfer discussion to assess their comfort level with their current estate plan. It can also be used for meeting follow-up. After presenting the biblical principles, the advisor can complete the client's financial information; the client answers the diagnostic questions and return the document before the next meeting, when specific recommendations can be made based on the client's responses.
Jim Wise is senior partner and senior private wealth advisor for the private wealth division of Ronald Blue Trust and is also an in-demand teacher and speaker. He is the author of several books and lives in Orlando with his wife, Lori, and the youngest of their six children.