Self Assessment

What is your HNW Profile?

In the following self-diagnostic survey, we present some investment options. In each group of four, rank the options in terms of how important they are to you personally, with 4 being the most important and 1 being the least.

1. Please rank each of the following from 1 to 4, with 4 being the most important to you and 1 the least.

__ Education funding for my children and grandchildren (A)

__ Achieving my asset accumulation goal (G)

__ Having enough money to have the vacation home I want (F)

__ Getting enough money to retire early (C)

2. Please rank each of the following from 1 to 4, with 4 being the most important to you and 1 the least.

__ Having a fun time investing (H)

__ Learning about the most sophisticated investment methods (I)

__ Having enough money to have the power I want (E)

__ Being able to maintain my privacy (D)

3. Please rank each of the following from 1 to 4, with 4 being the most important to you and 1 the least.

__ Finding someone I trust to do my investments so I don’t have to be involved (B)

__ Insuring the security of my family through my investments (A)

__ Minimizing the risk of identity theft through proper disposal of financial info (D)

__ Having sufficient assets invested to be independent (C)

4. Please rank each of the following from 1 to 4, with 4 being the most important to you and 1 the least.

__ Being able to protect the confidentiality of my investments (D)

__ Having the assets to buy the things I want (F)

__ Being able to focus on the exciting aspects of investing (H)

__ Having the luxury of not educating myself on technical, financial minutiae (B)

5. Please rank each of the following from 1 to 4, with 4 being the most important to you and 1 the least.

__ Having sufficient investments to feel powerful (E)

__ Using the most modern investment approaches (I)

__ Using my investments to take care of my family (A)

__ Concentrating on increasing the amount of my assets (G)

6. Please rank each of the following from 1 to 4, with 4 being the most important to you and 1 the least.

__ Having the asset base to live wherever I want to (C)

__ Having enough assets so others respect me (F)

__ Hiring a top money manager to oversee my account and forgetting all about it (B)

__ Maintaining complete privacy over my investment affairs (G)

7. Please rank each of the following from 1 to 4, with 4 being the most important to you and 1 the least.

__ Finding new ways to keep investing as a thrilling part of my life (H)

__ Applying the most technical investment approaches (I)

__ Having the investment base to get people to do what I want (E)

__ Using investment products to transfer assets to family members (A)

8. Please rank each of the following from 1 to 4, with 4 being the most important to you and 1 the least.

__ Being able to avoid getting involved in the details of investing (B)

__ Focusing on increasing my assets (G)

__ Having the assets to enjoy the finer things in life (F)

__ Insuring my privacy with the investment managers I choose (D)

9. Please rank each of the following from 1 to 4, with 4 being the most important to you and 1 the least.

__ Having advanced planning and products in my investment portfolio (I)

__ Being able to use my investments to influence the way things are done (E)

__ Having the confidence I can live independently (C)

__ Staying very involved on a day-to-day basis (H)

Add up all of your rankings for A’s, B’s, C’s, etc. Based on your answers, you will have a strong idea of your likely profile(s).

  • “A” (Family Steward) total:

  • “B” (Phobics) total:

  • “C” (Independent) total:

  • “D” (Anonymous) total:

  • “E” (Moguls) total:

  • “F” (VIPs) total:

  • “G” (Accumulators) total:

  • “H” (Gamblers) total:

  • “I” (Innovators) total:

Source: “The Millionaire´s Advisor” by Russ Alan Prince & Brett Van Bortel