START YOUR RISK ASSESSMENT

FAMILY & LIFESTYLE

Full Name

Describe your family. Who makes up your family, and who lives with you? Do you support anyone financially that doesn't live with you?

How would you describe your family's lifestyle?

What do you and your family enjoy doing the most?

What about your lifestyle, or family's lifestyle, is the most fun and exciting?

Describe your hobbies and interests.

How would you describe your home(s)? List the homes you own. What is the best part about each home? Describe the amenities that they have.

What vehicles, watercraft, recreational vehicles, or aircraft do you own? Describe where and how you use these.

How would you describe any pets or other animals you own?

BUSINESS

How would you describe you and your family's businesses, careers, or work? Please include all family members.

Do you have any household or business employees? If yes, how would you describe the work they do?

Do you own any investment properties? If yes, how would you describe them? Where are they located? Are they owned personally or in a business?

Do you serve on any Board of Directors? If yes, describe the work you do for that organization.

Do you currently do any volunteer work? How would you describe that work?

PROTECT YOUR PURPOSE

How would you describe your purpose in life?

How would you describe why you do what you do?

How would you describe your dream lifestyle? Are you currently living it or are you working towards it?

What do you think your life would be like if you couldn't do or pursue your purpose in life?

What do you think life would be like if you lost the ability to build and live your dream lifestyle?

What is something that you used to do, or a previous stage in your life, that you never want to go back to?

Who are the people in your life that you work and live for?

UPLOAD YOUR POLICIES

Upload Policy Documents Here

Upload File

PROTECT YOUR PURPOSE

One New Hampshire Ave. Suite 125, Portsmouth, NH 03801