The Landmark Wealth Framework Assessment reviews seven connected areas of your financial system—from tax-
ready books through legacy planning. Answer the questions based on what is actually in place today. The goal is not to
produce the highest score. It is to identify the next constraint worth addressing.
Instruction: For each statement, choose the answer that best reflects your current system: Not in place; Partially in place
or inconsistent; Working, but with identifiable gaps; or Strong, documented, and consistently followed.
Educational note:
This assessment is educational and is not tax, legal, investment or insurance advice. Your result is a
planning indicator, not a tax conclusion.