Atlas Wealth Financial Saskatoon, Saskatchewan

This short survey helps you understand how prepared your family is to build, protect, and pass on wealth across generations.

Answer a few quick questions to get tailored insights you can use right away.

Atlas Wealth Financial Multi-Generational Wealth Readiness Check

Updates

How confident do you feel about your current long-term financial plan?

Very confident

Somewhat confident

Not confident

I don’t have a formal plan

Has your family discussed goals and values around money and long-term planning?

Yes, we have regular conversations

Yes, but only occasionally

Rarely

Not at all

How prepared are you for unexpected events such as illness, loss of income or market volatility?

Fully prepared

Somewhat prepared

Minimally prepared

Not prepared

Do you currently have an estate plan or legacy strategy in place?

Yes, and it is up to date

Yes, but it needs updating

No formal plan

I’m not sure

How confident are you that the next generation understands and can manage inherited wealth responsibly?

Very confident

Somewhat confident

Not confident

Unsure

Which area do you feel needs the most support right now?

Long-term planning and projections

Risk management

Retirement planning

Tax and estate strategies

Preparing the next generation

How organized are your key financial documents and records?

Very organized and easy to access

Mostly organized

Some documents are hard to find

Not organized

Do you currently work with any professional advisors such as financial planners, tax specialists, or lawyers?

Yes, and we meet regularly

Yes, but inconsistently

Not currently

I’m considering it

How confident are you that your current strategy minimizes taxes across your lifetime and for future generations?

Very confident

Somewhat confident

Not confident

Unsure

What is your biggest concern about transferring wealth to the next generation?

Taxes or legal complications

Family conflict or misunderstandings

Children or grandchildren not being ready

Protecting assets from risk

I’m not sure where to start

First Name

Last Name