{"id":9781,"date":"2026-08-26T23:57:47","date_gmt":"2026-08-26T23:57:47","guid":{"rendered":"https:\/\/landmarkcpagroup.com\/staging\/?page_id=9781"},"modified":"2026-08-28T19:55:09","modified_gmt":"2026-08-28T19:55:09","slug":"wealth-assessment","status":"publish","type":"page","link":"https:\/\/landmarkcpagroup.com\/staging\/wealth-assessment\/","title":{"rendered":"Find the Lowest Stage That May Be Limiting Your Next Financial Decision"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"9781\" class=\"elementor elementor-9781\">\n\t\t\t\t        <section class=\"elementor-section elementor-top-section elementor-element elementor-element-4824d52 elementor-section-boxed elementor-section-height-default elementor-section-height-default pxl-row-scroll-none pxl-zoom-point-false pxl-section-overflow-visible pxl-section-fix-none pxl-bg-color-none pxl-section-overlay-none\" data-id=\"4824d52\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\n                \n                <div class=\"elementor-container elementor-column-gap-extended \">\n                <div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-399a0c5 pxl-column-none pxl-column-overflow-hidden-no\" data-id=\"399a0c5\" data-element_type=\"column\" data-e-type=\"column\">\r\n        <div class=\"elementor-widget-wrap elementor-element-populated\">\r\n                     \r\n        \t\t<div class=\"elementor-element elementor-element-c6a600a elementor-widget elementor-widget-pxl_text_editor\" data-id=\"c6a600a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"pxl_text_editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"pxl-text-editor\">\n\t<div class=\"pxl-item--inner  data-wow-delay=\"ms\">\n\t\tThe Landmark Wealth Framework Assessment reviews seven connected areas of your financial system\u2014from tax-\nready books through legacy planning. Answer the questions based on what is actually in place today. The goal is not to\nproduce the highest score. It is to identify the next constraint worth addressing.\t\t\n\t<\/div>\n<\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-648fa57 elementor-widget elementor-widget-pxl_text_editor\" data-id=\"648fa57\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"pxl_text_editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"pxl-text-editor\">\n\t<div class=\"pxl-item--inner  data-wow-delay=\"ms\">\n\t\t<p><strong>Instruction: For each statement, choose the answer that best reflects your current system: Not in place; Partially in place<\/strong><br \/><strong>or inconsistent; Working, but with identifiable gaps; or Strong, documented, and consistently followed.<\/strong><\/p>\t\t\n\t<\/div>\n<\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2b51321 elementor-alert-info elementor-widget elementor-widget-alert\" data-id=\"2b51321\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"alert.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-alert\" role=\"alert\">\n\n\t\t\t\t\t\t<span class=\"elementor-alert-title\">Educational note:<\/span>\n\t\t\t\n\t\t\t\t\t\t<span class=\"elementor-alert-description\">This assessment is educational and is not tax, legal, investment or insurance advice. Your result is a\nplanning indicator, not a tax conclusion.<\/span>\n\t\t\t\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-768b8ab elementor-widget elementor-widget-spacer\" data-id=\"768b8ab\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-585aaec elementor-widget elementor-widget-shortcode\" data-id=\"585aaec\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"shortcode.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-shortcode\"><div class=\"forminator-ui forminator-custom-form forminator-custom-form-9779 forminator-design--basic  forminator_ajax\" data-forminator-render=\"0\" data-form=\"forminator-module-9779\" data-uid=\"6ab34b31578e2\"><br\/><\/div><form\n\t\t\t\tid=\"forminator-module-9779\"\n\t\t\t\tclass=\"forminator-ui forminator-custom-form forminator-custom-form-9779 forminator-design--basic  forminator_ajax\"\n\t\t\t\tmethod=\"post\"\n\t\t\t\tdata-forminator-render=\"0\"\n\t\t\t\tdata-form-id=\"9779\"\n\t\t\t\t data-color-option=\"theme\" data-design=\"basic\" data-grid=\"open\" style=\"display: none;\"\n\t\t\t\tdata-uid=\"6ab34b31578e2\"\n\t\t\t><div role=\"alert\" aria-live=\"polite\" class=\"forminator-response-message forminator-error\" aria-hidden=\"true\"><\/div><div role=\"tablist\" class=\"forminator-pagination-steps\" aria-label=\"Pagination\"><\/div><div\n\t\t\t\ttabindex=\"-1\"\n\t\t\t\trole=\"tabpanel\"\n\t\t\t\tid=\"forminator-custom-form-9779--page-0\"\n\t\t\t\tclass=\"forminator-pagination forminator-pagination-start\"\n\t\t\t\taria-labelledby=\"forminator-custom-form-9779--page-0-label\"\n\t\t\t\tdata-step=\"0\"\n\t\t\t\tdata-label=\"Results\"\n\t\t\t\tdata-actual-label=\"Stage 1\"\n\t\t\t\tdata-name=\"page-break-1\"\n\t\t\t><div class=\"forminator-pagination--content\"><div class=\"forminator-row\"><div id=\"section-1\" class=\"forminator-field-section forminator-col forminator-col-12 \"><div class=\"forminator-field\"><h2 class=\"forminator-title\">Stage 1 \u2014 Tax Ready Books<\/h2><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"radio-1\" class=\"forminator-field-radio forminator-col forminator-col-12 \"><div role=\"radiogroup\" class=\"forminator-field\" aria-labelledby=\"forminator-radiogroup-radio-1-6ab34b31578e2-label\"><span id=\"forminator-radiogroup-radio-1-6ab34b31578e2-label\" class=\"forminator-label\">Q1. Books are current enough to produce reliable property and entity reports. <span class=\"forminator-required\">*<\/span><\/span><label id=\"forminator-field-radio-1-label-1\" for=\"forminator-field-radio-1-1-6ab34b31578e2\" class=\"forminator-radio\" title=\"Not in place\"><input type=\"radio\" name=\"radio-1\" value=\"not-in-place\" id=\"forminator-field-radio-1-1-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-1-label-1\" data-calculation=\"0\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Not in place<\/span><\/label><label id=\"forminator-field-radio-1-label-2\" for=\"forminator-field-radio-1-2-6ab34b31578e2\" class=\"forminator-radio\" title=\"Partially in place or inconsistent\"><input type=\"radio\" name=\"radio-1\" value=\"partially-in-place-or-inconsistent\" id=\"forminator-field-radio-1-2-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-1-label-2\" data-calculation=\"1\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Partially in place or inconsistent<\/span><\/label><label id=\"forminator-field-radio-1-label-3\" for=\"forminator-field-radio-1-3-6ab34b31578e2\" class=\"forminator-radio\" title=\"Working, but with identifiable gaps\"><input type=\"radio\" name=\"radio-1\" value=\"working-but-with-identifiable-gaps\" id=\"forminator-field-radio-1-3-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-1-label-3\" data-calculation=\"2\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Working, but with identifiable gaps<\/span><\/label><label id=\"forminator-field-radio-1-label-4\" for=\"forminator-field-radio-1-4-6ab34b31578e2\" class=\"forminator-radio\" title=\"Strong, documented, and consistently followed\"><input type=\"radio\" name=\"radio-1\" value=\"strong-documented-and-consistently-followed\" id=\"forminator-field-radio-1-4-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-1-label-4\" data-calculation=\"3\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Strong, documented, and consistently followed<\/span><\/label><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"radio-2\" class=\"forminator-field-radio forminator-col forminator-col-12 \"><div role=\"radiogroup\" class=\"forminator-field\" aria-labelledby=\"forminator-radiogroup-radio-2-6ab34b31578e2-label\"><span id=\"forminator-radiogroup-radio-2-6ab34b31578e2-label\" class=\"forminator-label\">Q2. Closing statements, depreciation schedules, debt records, and major invoices are organized. <span class=\"forminator-required\">*<\/span><\/span><label id=\"forminator-field-radio-2-label-1\" for=\"forminator-field-radio-2-1-6ab34b31578e2\" class=\"forminator-radio\" title=\"Not in place\"><input type=\"radio\" name=\"radio-2\" value=\"not-in-place\" id=\"forminator-field-radio-2-1-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-2-label-1\" data-calculation=\"0\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Not in place<\/span><\/label><label id=\"forminator-field-radio-2-label-2\" for=\"forminator-field-radio-2-2-6ab34b31578e2\" class=\"forminator-radio\" title=\"Partially in place or inconsistent\"><input type=\"radio\" name=\"radio-2\" value=\"partially-in-place-or-inconsistent\" id=\"forminator-field-radio-2-2-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-2-label-2\" data-calculation=\"1\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Partially in place or inconsistent<\/span><\/label><label id=\"forminator-field-radio-2-label-3\" for=\"forminator-field-radio-2-3-6ab34b31578e2\" class=\"forminator-radio\" title=\"Working, but with identifiable gaps\"><input type=\"radio\" name=\"radio-2\" value=\"working-but-with-identifiable-gaps\" id=\"forminator-field-radio-2-3-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-2-label-3\" data-calculation=\"2\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Working, but with identifiable gaps<\/span><\/label><label id=\"forminator-field-radio-2-label-4\" for=\"forminator-field-radio-2-4-6ab34b31578e2\" class=\"forminator-radio\" title=\"Strong, documented, and consistently followed\"><input type=\"radio\" name=\"radio-2\" value=\"strong-documented-and-consistently-followed\" id=\"forminator-field-radio-2-4-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-2-label-4\" data-calculation=\"3\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Strong, documented, and consistently followed<\/span><\/label><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"radio-3\" class=\"forminator-field-radio forminator-col forminator-col-12 \"><div role=\"radiogroup\" class=\"forminator-field\" aria-labelledby=\"forminator-radiogroup-radio-3-6ab34b31578e2-label\"><span id=\"forminator-radiogroup-radio-3-6ab34b31578e2-label\" class=\"forminator-label\">Q3. Personal, business, and property activity are separated and reconciled. <span class=\"forminator-required\">*<\/span><\/span><label id=\"forminator-field-radio-3-label-1\" for=\"forminator-field-radio-3-1-6ab34b31578e2\" class=\"forminator-radio\" title=\"Not in place\"><input type=\"radio\" name=\"radio-3\" value=\"not-in-place\" id=\"forminator-field-radio-3-1-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-3-label-1\" data-calculation=\"0\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Not in place<\/span><\/label><label id=\"forminator-field-radio-3-label-2\" for=\"forminator-field-radio-3-2-6ab34b31578e2\" class=\"forminator-radio\" title=\"Partially in place or inconsistent\"><input type=\"radio\" name=\"radio-3\" value=\"partially-in-place-or-inconsistent\" id=\"forminator-field-radio-3-2-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-3-label-2\" data-calculation=\"1\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Partially in place or inconsistent<\/span><\/label><label id=\"forminator-field-radio-3-label-3\" for=\"forminator-field-radio-3-3-6ab34b31578e2\" class=\"forminator-radio\" title=\"Working, but with identifiable gaps\"><input type=\"radio\" name=\"radio-3\" value=\"working-but-with-identifiable-gaps\" id=\"forminator-field-radio-3-3-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-3-label-3\" data-calculation=\"2\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Working, but with identifiable gaps<\/span><\/label><label id=\"forminator-field-radio-3-label-4\" for=\"forminator-field-radio-3-4-6ab34b31578e2\" class=\"forminator-radio\" title=\"Strong, documented, and consistently followed\"><input type=\"radio\" name=\"radio-3\" value=\"strong-documented-and-consistently-followed\" id=\"forminator-field-radio-3-4-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-3-label-4\" data-calculation=\"3\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Strong, documented, and consistently followed<\/span><\/label><\/div><\/div><\/div><\/div><\/div><div\n\t\t\t\ttabindex=\"-1\"\n\t\t\t\trole=\"tabpanel\"\n\t\t\t\tid=\"forminator-custom-form-9779--page-1\"\n\t\t\t\tclass=\"forminator-pagination\"\n\t\t\t\taria-labelledby=\"forminator-custom-form-9779--page-1-label\"\n\t\t\t\taria-hidden=\"true\"\n\t\t\t\tdata-step=\"1\"\n\t\t\t\tdata-label=\"Stage 1\"\n\t\t\t\tdata-actual-label=\"Stage 2\"\n\t\t\t\tdata-name=\"page-break-2\"\n\t\t\t\thidden\n\t\t\t><div class=\"forminator-pagination--content\"><div class=\"forminator-row\"><div id=\"section-2\" class=\"forminator-field-section forminator-col forminator-col-12 \"><div class=\"forminator-field\"><h2 class=\"forminator-title\">Stage 2 \u2014 Year-Round Tax Planning<\/h2><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"radio-4\" class=\"forminator-field-radio forminator-col forminator-col-12 \"><div role=\"radiogroup\" class=\"forminator-field\" aria-labelledby=\"forminator-radiogroup-radio-4-6ab34b31578e2-label\"><span id=\"forminator-radiogroup-radio-4-6ab34b31578e2-label\" class=\"forminator-label\">Q4. Income and tax liability are projected before year-end. <span class=\"forminator-required\">*<\/span><\/span><label id=\"forminator-field-radio-4-label-1\" for=\"forminator-field-radio-4-1-6ab34b31578e2\" class=\"forminator-radio\" title=\"Not in place\"><input type=\"radio\" name=\"radio-4\" value=\"not-in-place\" id=\"forminator-field-radio-4-1-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-4-label-1\" data-calculation=\"0\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Not in place<\/span><\/label><label id=\"forminator-field-radio-4-label-2\" for=\"forminator-field-radio-4-2-6ab34b31578e2\" class=\"forminator-radio\" title=\"Partially in place or inconsistent\"><input type=\"radio\" name=\"radio-4\" value=\"partially-in-place-or-inconsistent\" id=\"forminator-field-radio-4-2-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-4-label-2\" data-calculation=\"1\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Partially in place or inconsistent<\/span><\/label><label id=\"forminator-field-radio-4-label-3\" for=\"forminator-field-radio-4-3-6ab34b31578e2\" class=\"forminator-radio\" title=\"Working, but with identifiable gaps\"><input type=\"radio\" name=\"radio-4\" value=\"working-but-with-identifiable-gaps\" id=\"forminator-field-radio-4-3-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-4-label-3\" data-calculation=\"2\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Working, but with identifiable gaps<\/span><\/label><label id=\"forminator-field-radio-4-label-4\" for=\"forminator-field-radio-4-4-6ab34b31578e2\" class=\"forminator-radio\" title=\"Strong, documented, and consistently followed\"><input type=\"radio\" name=\"radio-4\" value=\"strong-documented-and-consistently-followed\" id=\"forminator-field-radio-4-4-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-4-label-4\" data-calculation=\"3\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Strong, documented, and consistently followed<\/span><\/label><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"radio-5\" class=\"forminator-field-radio forminator-col forminator-col-12 \"><div role=\"radiogroup\" class=\"forminator-field\" aria-labelledby=\"forminator-radiogroup-radio-5-6ab34b31578e2-label\"><span id=\"forminator-radiogroup-radio-5-6ab34b31578e2-label\" class=\"forminator-label\">Q5. Major purchases, renovations, sales, and ownership changes are discussed before execution. <span class=\"forminator-required\">*<\/span><\/span><label id=\"forminator-field-radio-5-label-1\" for=\"forminator-field-radio-5-1-6ab34b31578e2\" class=\"forminator-radio\" title=\"Not in place\"><input type=\"radio\" name=\"radio-5\" value=\"not-in-place\" id=\"forminator-field-radio-5-1-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-5-label-1\" data-calculation=\"0\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Not in place<\/span><\/label><label id=\"forminator-field-radio-5-label-2\" for=\"forminator-field-radio-5-2-6ab34b31578e2\" class=\"forminator-radio\" title=\"Partially in place or inconsistent\"><input type=\"radio\" name=\"radio-5\" value=\"partially-in-place-or-inconsistent\" id=\"forminator-field-radio-5-2-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-5-label-2\" data-calculation=\"1\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Partially in place or inconsistent<\/span><\/label><label id=\"forminator-field-radio-5-label-3\" for=\"forminator-field-radio-5-3-6ab34b31578e2\" class=\"forminator-radio\" title=\"Working, but with identifiable gaps\"><input type=\"radio\" name=\"radio-5\" value=\"working-but-with-identifiable-gaps\" id=\"forminator-field-radio-5-3-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-5-label-3\" data-calculation=\"2\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Working, but with identifiable gaps<\/span><\/label><label id=\"forminator-field-radio-5-label-4\" for=\"forminator-field-radio-5-4-6ab34b31578e2\" class=\"forminator-radio\" title=\"Strong, documented, and consistently followed\"><input type=\"radio\" name=\"radio-5\" value=\"strong-documented-and-consistently-followed\" id=\"forminator-field-radio-5-4-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-5-label-4\" data-calculation=\"3\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Strong, documented, and consistently followed<\/span><\/label><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"radio-6\" class=\"forminator-field-radio forminator-col forminator-col-12 \"><div role=\"radiogroup\" class=\"forminator-field\" aria-labelledby=\"forminator-radiogroup-radio-6-6ab34b31578e2-label\"><span id=\"forminator-radiogroup-radio-6-6ab34b31578e2-label\" class=\"forminator-label\">Q6. Quarterly planning meetings end with assigned actions and deadlines. <span class=\"forminator-required\">*<\/span><\/span><label id=\"forminator-field-radio-6-label-1\" for=\"forminator-field-radio-6-1-6ab34b31578e2\" class=\"forminator-radio\" title=\"Not in place\"><input type=\"radio\" name=\"radio-6\" value=\"not-in-place\" id=\"forminator-field-radio-6-1-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-6-label-1\" data-calculation=\"0\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Not in place<\/span><\/label><label id=\"forminator-field-radio-6-label-2\" for=\"forminator-field-radio-6-2-6ab34b31578e2\" class=\"forminator-radio\" title=\"Partially in place or inconsistent\"><input type=\"radio\" name=\"radio-6\" value=\"partially-in-place-or-inconsistent\" id=\"forminator-field-radio-6-2-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-6-label-2\" data-calculation=\"1\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Partially in place or inconsistent<\/span><\/label><label id=\"forminator-field-radio-6-label-3\" for=\"forminator-field-radio-6-3-6ab34b31578e2\" class=\"forminator-radio\" title=\"Working, but with identifiable gaps\"><input type=\"radio\" name=\"radio-6\" value=\"working-but-with-identifiable-gaps\" id=\"forminator-field-radio-6-3-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-6-label-3\" data-calculation=\"2\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Working, but with identifiable gaps<\/span><\/label><label id=\"forminator-field-radio-6-label-4\" for=\"forminator-field-radio-6-4-6ab34b31578e2\" class=\"forminator-radio\" title=\"Strong, documented, and consistently followed\"><input type=\"radio\" name=\"radio-6\" value=\"strong-documented-and-consistently-followed\" id=\"forminator-field-radio-6-4-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-6-label-4\" data-calculation=\"3\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Strong, documented, and consistently followed<\/span><\/label><\/div><\/div><\/div><\/div><\/div><div\n\t\t\t\ttabindex=\"-1\"\n\t\t\t\trole=\"tabpanel\"\n\t\t\t\tid=\"forminator-custom-form-9779--page-2\"\n\t\t\t\tclass=\"forminator-pagination\"\n\t\t\t\taria-labelledby=\"forminator-custom-form-9779--page-2-label\"\n\t\t\t\taria-hidden=\"true\"\n\t\t\t\tdata-step=\"2\"\n\t\t\t\tdata-label=\"Stage 2\"\n\t\t\t\tdata-actual-label=\"Stage 3\"\n\t\t\t\tdata-name=\"page-break-3\"\n\t\t\t\thidden\n\t\t\t><div class=\"forminator-pagination--content\"><div class=\"forminator-row\"><div id=\"section-3\" class=\"forminator-field-section forminator-col forminator-col-12 \"><div class=\"forminator-field\"><h2 class=\"forminator-title\">Stage 3 \u2014 Strategic Tax Reduction<\/h2><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"radio-7\" class=\"forminator-field-radio forminator-col forminator-col-12 \"><div role=\"radiogroup\" class=\"forminator-field\" aria-labelledby=\"forminator-radiogroup-radio-7-6ab34b31578e2-label\"><span id=\"forminator-radiogroup-radio-7-6ab34b31578e2-label\" class=\"forminator-label\">Q7. Tax strategies are modeled before implementation. <span class=\"forminator-required\">*<\/span><\/span><label id=\"forminator-field-radio-7-label-1\" for=\"forminator-field-radio-7-1-6ab34b31578e2\" class=\"forminator-radio\" title=\"Not in place\"><input type=\"radio\" name=\"radio-7\" value=\"not-in-place\" id=\"forminator-field-radio-7-1-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-7-label-1\" data-calculation=\"0\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Not in place<\/span><\/label><label id=\"forminator-field-radio-7-label-2\" for=\"forminator-field-radio-7-2-6ab34b31578e2\" class=\"forminator-radio\" title=\"Partially in place or inconsistent\"><input type=\"radio\" name=\"radio-7\" value=\"partially-in-place-or-inconsistent\" id=\"forminator-field-radio-7-2-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-7-label-2\" data-calculation=\"1\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Partially in place or inconsistent<\/span><\/label><label id=\"forminator-field-radio-7-label-3\" for=\"forminator-field-radio-7-3-6ab34b31578e2\" class=\"forminator-radio\" title=\"Working, but with identifiable gaps\"><input type=\"radio\" name=\"radio-7\" value=\"working-but-with-identifiable-gaps\" id=\"forminator-field-radio-7-3-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-7-label-3\" data-calculation=\"2\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Working, but with identifiable gaps<\/span><\/label><label id=\"forminator-field-radio-7-label-4\" for=\"forminator-field-radio-7-4-6ab34b31578e2\" class=\"forminator-radio\" title=\"Strong, documented, and consistently followed\"><input type=\"radio\" name=\"radio-7\" value=\"strong-documented-and-consistently-followed\" id=\"forminator-field-radio-7-4-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-7-label-4\" data-calculation=\"3\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Strong, documented, and consistently followed<\/span><\/label><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"radio-8\" class=\"forminator-field-radio forminator-col forminator-col-12 \"><div role=\"radiogroup\" class=\"forminator-field\" aria-labelledby=\"forminator-radiogroup-radio-8-6ab34b31578e2-label\"><span id=\"forminator-radiogroup-radio-8-6ab34b31578e2-label\" class=\"forminator-label\">Q8. Passive-loss, basis, at-risk, and participation limitations are considered. <span class=\"forminator-required\">*<\/span><\/span><label id=\"forminator-field-radio-8-label-1\" for=\"forminator-field-radio-8-1-6ab34b31578e2\" class=\"forminator-radio\" title=\"Not in place\"><input type=\"radio\" name=\"radio-8\" value=\"not-in-place\" id=\"forminator-field-radio-8-1-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-8-label-1\" data-calculation=\"0\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Not in place<\/span><\/label><label id=\"forminator-field-radio-8-label-2\" for=\"forminator-field-radio-8-2-6ab34b31578e2\" class=\"forminator-radio\" title=\"Partially in place or inconsistent\"><input type=\"radio\" name=\"radio-8\" value=\"partially-in-place-or-inconsistent\" id=\"forminator-field-radio-8-2-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-8-label-2\" data-calculation=\"1\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Partially in place or inconsistent<\/span><\/label><label id=\"forminator-field-radio-8-label-3\" for=\"forminator-field-radio-8-3-6ab34b31578e2\" class=\"forminator-radio\" title=\"Working, but with identifiable gaps\"><input type=\"radio\" name=\"radio-8\" value=\"working-but-with-identifiable-gaps\" id=\"forminator-field-radio-8-3-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-8-label-3\" data-calculation=\"2\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Working, but with identifiable gaps<\/span><\/label><label id=\"forminator-field-radio-8-label-4\" for=\"forminator-field-radio-8-4-6ab34b31578e2\" class=\"forminator-radio\" title=\"Strong, documented, and consistently followed\"><input type=\"radio\" name=\"radio-8\" value=\"strong-documented-and-consistently-followed\" id=\"forminator-field-radio-8-4-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-8-label-4\" data-calculation=\"3\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Strong, documented, and consistently followed<\/span><\/label><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"radio-9\" class=\"forminator-field-radio forminator-col forminator-col-12 \"><div role=\"radiogroup\" class=\"forminator-field\" aria-labelledby=\"forminator-radiogroup-radio-9-6ab34b31578e2-label\"><span id=\"forminator-radiogroup-radio-9-6ab34b31578e2-label\" class=\"forminator-label\">Q9. The investment works without depending on the projected deduction. <span class=\"forminator-required\">*<\/span><\/span><label id=\"forminator-field-radio-9-label-1\" for=\"forminator-field-radio-9-1-6ab34b31578e2\" class=\"forminator-radio\" title=\"Not in place\"><input type=\"radio\" name=\"radio-9\" value=\"not-in-place\" id=\"forminator-field-radio-9-1-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-9-label-1\" data-calculation=\"0\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Not in place<\/span><\/label><label id=\"forminator-field-radio-9-label-2\" for=\"forminator-field-radio-9-2-6ab34b31578e2\" class=\"forminator-radio\" title=\"Partially in place or inconsistent\"><input type=\"radio\" name=\"radio-9\" value=\"partially-in-place-or-inconsistent\" id=\"forminator-field-radio-9-2-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-9-label-2\" data-calculation=\"1\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Partially in place or inconsistent<\/span><\/label><label id=\"forminator-field-radio-9-label-3\" for=\"forminator-field-radio-9-3-6ab34b31578e2\" class=\"forminator-radio\" title=\"Working, but with identifiable gaps\"><input type=\"radio\" name=\"radio-9\" value=\"working-but-with-identifiable-gaps\" id=\"forminator-field-radio-9-3-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-9-label-3\" data-calculation=\"2\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Working, but with identifiable gaps<\/span><\/label><label id=\"forminator-field-radio-9-label-4\" for=\"forminator-field-radio-9-4-6ab34b31578e2\" class=\"forminator-radio\" title=\"Strong, documented, and consistently followed\"><input type=\"radio\" name=\"radio-9\" value=\"strong-documented-and-consistently-followed\" id=\"forminator-field-radio-9-4-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-9-label-4\" data-calculation=\"3\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Strong, documented, and consistently followed<\/span><\/label><\/div><\/div><\/div><\/div><\/div><div\n\t\t\t\ttabindex=\"-1\"\n\t\t\t\trole=\"tabpanel\"\n\t\t\t\tid=\"forminator-custom-form-9779--page-3\"\n\t\t\t\tclass=\"forminator-pagination\"\n\t\t\t\taria-labelledby=\"forminator-custom-form-9779--page-3-label\"\n\t\t\t\taria-hidden=\"true\"\n\t\t\t\tdata-step=\"3\"\n\t\t\t\tdata-label=\"Stage 3\"\n\t\t\t\tdata-actual-label=\"Stage 4\"\n\t\t\t\tdata-name=\"page-break-4\"\n\t\t\t\thidden\n\t\t\t><div class=\"forminator-pagination--content\"><div class=\"forminator-row\"><div id=\"section-4\" class=\"forminator-field-section forminator-col forminator-col-12 \"><div class=\"forminator-field\"><h2 class=\"forminator-title\">Stage 4 \u2014 Cash-Flow Optimization<\/h2><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"radio-10\" class=\"forminator-field-radio forminator-col forminator-col-12 \"><div role=\"radiogroup\" class=\"forminator-field\" aria-labelledby=\"forminator-radiogroup-radio-10-6ab34b31578e2-label\"><span id=\"forminator-radiogroup-radio-10-6ab34b31578e2-label\" class=\"forminator-label\">Q10. Property-level cash flow and return on equity are reviewed. <span class=\"forminator-required\">*<\/span><\/span><label id=\"forminator-field-radio-10-label-1\" for=\"forminator-field-radio-10-1-6ab34b31578e2\" class=\"forminator-radio\" title=\"Not in place\"><input type=\"radio\" name=\"radio-10\" value=\"not-in-place\" id=\"forminator-field-radio-10-1-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-10-label-1\" data-calculation=\"0\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Not in place<\/span><\/label><label id=\"forminator-field-radio-10-label-2\" for=\"forminator-field-radio-10-2-6ab34b31578e2\" class=\"forminator-radio\" title=\"Partially in place or inconsistent\"><input type=\"radio\" name=\"radio-10\" value=\"partially-in-place-or-inconsistent\" id=\"forminator-field-radio-10-2-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-10-label-2\" data-calculation=\"1\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Partially in place or inconsistent<\/span><\/label><label id=\"forminator-field-radio-10-label-3\" for=\"forminator-field-radio-10-3-6ab34b31578e2\" class=\"forminator-radio\" title=\"Working, but with identifiable gaps\"><input type=\"radio\" name=\"radio-10\" value=\"working-but-with-identifiable-gaps\" id=\"forminator-field-radio-10-3-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-10-label-3\" data-calculation=\"2\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Working, but with identifiable gaps<\/span><\/label><label id=\"forminator-field-radio-10-label-4\" for=\"forminator-field-radio-10-4-6ab34b31578e2\" class=\"forminator-radio\" title=\"Strong, documented, and consistently followed\"><input type=\"radio\" name=\"radio-10\" value=\"strong-documented-and-consistently-followed\" id=\"forminator-field-radio-10-4-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-10-label-4\" data-calculation=\"3\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Strong, documented, and consistently followed<\/span><\/label><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"radio-11\" class=\"forminator-field-radio forminator-col forminator-col-12 \"><div role=\"radiogroup\" class=\"forminator-field\" aria-labelledby=\"forminator-radiogroup-radio-11-6ab34b31578e2-label\"><span id=\"forminator-radiogroup-radio-11-6ab34b31578e2-label\" class=\"forminator-label\">Q11. Reserves, debt maturities, and major capital needs are visible. <span class=\"forminator-required\">*<\/span><\/span><label id=\"forminator-field-radio-11-label-1\" for=\"forminator-field-radio-11-1-6ab34b31578e2\" class=\"forminator-radio\" title=\"Not in place\"><input type=\"radio\" name=\"radio-11\" value=\"not-in-place\" id=\"forminator-field-radio-11-1-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-11-label-1\" data-calculation=\"0\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Not in place<\/span><\/label><label id=\"forminator-field-radio-11-label-2\" for=\"forminator-field-radio-11-2-6ab34b31578e2\" class=\"forminator-radio\" title=\"Partially in place or inconsistent\"><input type=\"radio\" name=\"radio-11\" value=\"partially-in-place-or-inconsistent\" id=\"forminator-field-radio-11-2-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-11-label-2\" data-calculation=\"1\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Partially in place or inconsistent<\/span><\/label><label id=\"forminator-field-radio-11-label-3\" for=\"forminator-field-radio-11-3-6ab34b31578e2\" class=\"forminator-radio\" title=\"Working, but with identifiable gaps\"><input type=\"radio\" name=\"radio-11\" value=\"working-but-with-identifiable-gaps\" id=\"forminator-field-radio-11-3-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-11-label-3\" data-calculation=\"2\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Working, but with identifiable gaps<\/span><\/label><label id=\"forminator-field-radio-11-label-4\" for=\"forminator-field-radio-11-4-6ab34b31578e2\" class=\"forminator-radio\" title=\"Strong, documented, and consistently followed\"><input type=\"radio\" name=\"radio-11\" value=\"strong-documented-and-consistently-followed\" id=\"forminator-field-radio-11-4-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-11-label-4\" data-calculation=\"3\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Strong, documented, and consistently followed<\/span><\/label><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"radio-12\" class=\"forminator-field-radio forminator-col forminator-col-12 \"><div role=\"radiogroup\" class=\"forminator-field\" aria-labelledby=\"forminator-radiogroup-radio-12-6ab34b31578e2-label\"><span id=\"forminator-radiogroup-radio-12-6ab34b31578e2-label\" class=\"forminator-label\">Q12. Tax savings are intentionally allocated rather than absorbed by spending. <span class=\"forminator-required\">*<\/span><\/span><label id=\"forminator-field-radio-12-label-1\" for=\"forminator-field-radio-12-1-6ab34b31578e2\" class=\"forminator-radio\" title=\"Not in place\"><input type=\"radio\" name=\"radio-12\" value=\"not-in-place\" id=\"forminator-field-radio-12-1-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-12-label-1\" data-calculation=\"0\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Not in place<\/span><\/label><label id=\"forminator-field-radio-12-label-2\" for=\"forminator-field-radio-12-2-6ab34b31578e2\" class=\"forminator-radio\" title=\"Partially in place or inconsistent\"><input type=\"radio\" name=\"radio-12\" value=\"partially-in-place-or-inconsistent\" id=\"forminator-field-radio-12-2-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-12-label-2\" data-calculation=\"1\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Partially in place or inconsistent<\/span><\/label><label id=\"forminator-field-radio-12-label-3\" for=\"forminator-field-radio-12-3-6ab34b31578e2\" class=\"forminator-radio\" title=\"Working, but with identifiable gaps\"><input type=\"radio\" name=\"radio-12\" value=\"working-but-with-identifiable-gaps\" id=\"forminator-field-radio-12-3-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-12-label-3\" data-calculation=\"2\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Working, but with identifiable gaps<\/span><\/label><label id=\"forminator-field-radio-12-label-4\" for=\"forminator-field-radio-12-4-6ab34b31578e2\" class=\"forminator-radio\" title=\"Strong, documented, and consistently followed\"><input type=\"radio\" name=\"radio-12\" value=\"strong-documented-and-consistently-followed\" id=\"forminator-field-radio-12-4-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-12-label-4\" data-calculation=\"3\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Strong, documented, and consistently followed<\/span><\/label><\/div><\/div><\/div><\/div><\/div><div\n\t\t\t\ttabindex=\"-1\"\n\t\t\t\trole=\"tabpanel\"\n\t\t\t\tid=\"forminator-custom-form-9779--page-4\"\n\t\t\t\tclass=\"forminator-pagination\"\n\t\t\t\taria-labelledby=\"forminator-custom-form-9779--page-4-label\"\n\t\t\t\taria-hidden=\"true\"\n\t\t\t\tdata-step=\"4\"\n\t\t\t\tdata-label=\"Stage 4\"\n\t\t\t\tdata-actual-label=\"Stage 5\"\n\t\t\t\tdata-name=\"page-break-5\"\n\t\t\t\thidden\n\t\t\t><div class=\"forminator-pagination--content\"><div class=\"forminator-row\"><div id=\"section-5\" class=\"forminator-field-section forminator-col forminator-col-12 \"><div class=\"forminator-field\"><h2 class=\"forminator-title\">Stage 5 \u2014 Wealth Accumulation<\/h2><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"radio-13\" class=\"forminator-field-radio forminator-col forminator-col-12 \"><div role=\"radiogroup\" class=\"forminator-field\" aria-labelledby=\"forminator-radiogroup-radio-13-6ab34b31578e2-label\"><span id=\"forminator-radiogroup-radio-13-6ab34b31578e2-label\" class=\"forminator-label\">Q13. The portfolio has a written allocation and concentration view. <span class=\"forminator-required\">*<\/span><\/span><label id=\"forminator-field-radio-13-label-1\" for=\"forminator-field-radio-13-1-6ab34b31578e2\" class=\"forminator-radio\" title=\"Not in place\"><input type=\"radio\" name=\"radio-13\" value=\"not-in-place\" id=\"forminator-field-radio-13-1-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-13-label-1\" data-calculation=\"0\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Not in place<\/span><\/label><label id=\"forminator-field-radio-13-label-2\" for=\"forminator-field-radio-13-2-6ab34b31578e2\" class=\"forminator-radio\" title=\"Partially in place or inconsistent\"><input type=\"radio\" name=\"radio-13\" value=\"partially-in-place-or-inconsistent\" id=\"forminator-field-radio-13-2-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-13-label-2\" data-calculation=\"1\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Partially in place or inconsistent<\/span><\/label><label id=\"forminator-field-radio-13-label-3\" for=\"forminator-field-radio-13-3-6ab34b31578e2\" class=\"forminator-radio\" title=\"Working, but with identifiable gaps\"><input type=\"radio\" name=\"radio-13\" value=\"working-but-with-identifiable-gaps\" id=\"forminator-field-radio-13-3-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-13-label-3\" data-calculation=\"2\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Working, but with identifiable gaps<\/span><\/label><label id=\"forminator-field-radio-13-label-4\" for=\"forminator-field-radio-13-4-6ab34b31578e2\" class=\"forminator-radio\" title=\"Strong, documented, and consistently followed\"><input type=\"radio\" name=\"radio-13\" value=\"strong-documented-and-consistently-followed\" id=\"forminator-field-radio-13-4-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-13-label-4\" data-calculation=\"3\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Strong, documented, and consistently followed<\/span><\/label><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"radio-14\" class=\"forminator-field-radio forminator-col forminator-col-12 \"><div role=\"radiogroup\" class=\"forminator-field\" aria-labelledby=\"forminator-radiogroup-radio-14-6ab34b31578e2-label\"><span id=\"forminator-radiogroup-radio-14-6ab34b31578e2-label\" class=\"forminator-label\">Q14. New investments are evaluated against existing risks and liquidity. <span class=\"forminator-required\">*<\/span><\/span><label id=\"forminator-field-radio-14-label-1\" for=\"forminator-field-radio-14-1-6ab34b31578e2\" class=\"forminator-radio\" title=\"Not in place\"><input type=\"radio\" name=\"radio-14\" value=\"not-in-place\" id=\"forminator-field-radio-14-1-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-14-label-1\" data-calculation=\"0\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Not in place<\/span><\/label><label id=\"forminator-field-radio-14-label-2\" for=\"forminator-field-radio-14-2-6ab34b31578e2\" class=\"forminator-radio\" title=\"Partially in place or inconsistent\"><input type=\"radio\" name=\"radio-14\" value=\"partially-in-place-or-inconsistent\" id=\"forminator-field-radio-14-2-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-14-label-2\" data-calculation=\"1\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Partially in place or inconsistent<\/span><\/label><label id=\"forminator-field-radio-14-label-3\" for=\"forminator-field-radio-14-3-6ab34b31578e2\" class=\"forminator-radio\" title=\"Working, but with identifiable gaps\"><input type=\"radio\" name=\"radio-14\" value=\"working-but-with-identifiable-gaps\" id=\"forminator-field-radio-14-3-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-14-label-3\" data-calculation=\"2\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Working, but with identifiable gaps<\/span><\/label><label id=\"forminator-field-radio-14-label-4\" for=\"forminator-field-radio-14-4-6ab34b31578e2\" class=\"forminator-radio\" title=\"Strong, documented, and consistently followed\"><input type=\"radio\" name=\"radio-14\" value=\"strong-documented-and-consistently-followed\" id=\"forminator-field-radio-14-4-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-14-label-4\" data-calculation=\"3\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Strong, documented, and consistently followed<\/span><\/label><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"radio-15\" class=\"forminator-field-radio forminator-col forminator-col-12 \"><div role=\"radiogroup\" class=\"forminator-field\" aria-labelledby=\"forminator-radiogroup-radio-15-6ab34b31578e2-label\"><span id=\"forminator-radiogroup-radio-15-6ab34b31578e2-label\" class=\"forminator-label\">Q15. Retirement, marketable securities, real estate, and business value are coordinated. <span class=\"forminator-required\">*<\/span><\/span><label id=\"forminator-field-radio-15-label-1\" for=\"forminator-field-radio-15-1-6ab34b31578e2\" class=\"forminator-radio\" title=\"Not in place\"><input type=\"radio\" name=\"radio-15\" value=\"not-in-place\" id=\"forminator-field-radio-15-1-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-15-label-1\" data-calculation=\"0\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Not in place<\/span><\/label><label id=\"forminator-field-radio-15-label-2\" for=\"forminator-field-radio-15-2-6ab34b31578e2\" class=\"forminator-radio\" title=\"Partially in place or inconsistent\"><input type=\"radio\" name=\"radio-15\" value=\"partially-in-place-or-inconsistent\" id=\"forminator-field-radio-15-2-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-15-label-2\" data-calculation=\"1\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Partially in place or inconsistent<\/span><\/label><label id=\"forminator-field-radio-15-label-3\" for=\"forminator-field-radio-15-3-6ab34b31578e2\" class=\"forminator-radio\" title=\"Working, but with identifiable gaps\"><input type=\"radio\" name=\"radio-15\" value=\"working-but-with-identifiable-gaps\" id=\"forminator-field-radio-15-3-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-15-label-3\" data-calculation=\"2\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Working, but with identifiable gaps<\/span><\/label><label id=\"forminator-field-radio-15-label-4\" for=\"forminator-field-radio-15-4-6ab34b31578e2\" class=\"forminator-radio\" title=\"Strong, documented, and consistently followed\"><input type=\"radio\" name=\"radio-15\" value=\"strong-documented-and-consistently-followed\" id=\"forminator-field-radio-15-4-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-15-label-4\" data-calculation=\"3\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Strong, documented, and consistently followed<\/span><\/label><\/div><\/div><\/div><\/div><\/div><div\n\t\t\t\ttabindex=\"-1\"\n\t\t\t\trole=\"tabpanel\"\n\t\t\t\tid=\"forminator-custom-form-9779--page-5\"\n\t\t\t\tclass=\"forminator-pagination\"\n\t\t\t\taria-labelledby=\"forminator-custom-form-9779--page-5-label\"\n\t\t\t\taria-hidden=\"true\"\n\t\t\t\tdata-step=\"5\"\n\t\t\t\tdata-label=\"Stage 5\"\n\t\t\t\tdata-actual-label=\"Stage 6\"\n\t\t\t\tdata-name=\"page-break-6\"\n\t\t\t\thidden\n\t\t\t><div class=\"forminator-pagination--content\"><div class=\"forminator-row\"><div id=\"section-6\" class=\"forminator-field-section forminator-col forminator-col-12 \"><div class=\"forminator-field\"><h2 class=\"forminator-title\">Stage 6 \u2014 Asset Protection<\/h2><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"radio-16\" class=\"forminator-field-radio forminator-col forminator-col-12 \"><div role=\"radiogroup\" class=\"forminator-field\" aria-labelledby=\"forminator-radiogroup-radio-16-6ab34b31578e2-label\"><span id=\"forminator-radiogroup-radio-16-6ab34b31578e2-label\" class=\"forminator-label\">Q16. Insurance limits and ownership structures match current equity and activities. <span class=\"forminator-required\">*<\/span><\/span><label id=\"forminator-field-radio-16-label-1\" for=\"forminator-field-radio-16-1-6ab34b31578e2\" class=\"forminator-radio\" title=\"Not in place\"><input type=\"radio\" name=\"radio-16\" value=\"not-in-place\" id=\"forminator-field-radio-16-1-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-16-label-1\" data-calculation=\"0\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Not in place<\/span><\/label><label id=\"forminator-field-radio-16-label-2\" for=\"forminator-field-radio-16-2-6ab34b31578e2\" class=\"forminator-radio\" title=\"Partially in place or inconsistent\"><input type=\"radio\" name=\"radio-16\" value=\"partially-in-place-or-inconsistent\" id=\"forminator-field-radio-16-2-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-16-label-2\" data-calculation=\"1\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Partially in place or inconsistent<\/span><\/label><label id=\"forminator-field-radio-16-label-3\" for=\"forminator-field-radio-16-3-6ab34b31578e2\" class=\"forminator-radio\" title=\"Working, but with identifiable gaps\"><input type=\"radio\" name=\"radio-16\" value=\"working-but-with-identifiable-gaps\" id=\"forminator-field-radio-16-3-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-16-label-3\" data-calculation=\"2\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Working, but with identifiable gaps<\/span><\/label><label id=\"forminator-field-radio-16-label-4\" for=\"forminator-field-radio-16-4-6ab34b31578e2\" class=\"forminator-radio\" title=\"Strong, documented, and consistently followed\"><input type=\"radio\" name=\"radio-16\" value=\"strong-documented-and-consistently-followed\" id=\"forminator-field-radio-16-4-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-16-label-4\" data-calculation=\"3\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Strong, documented, and consistently followed<\/span><\/label><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"radio-17\" class=\"forminator-field-radio forminator-col forminator-col-12 \"><div role=\"radiogroup\" class=\"forminator-field\" aria-labelledby=\"forminator-radiogroup-radio-17-6ab34b31578e2-label\"><span id=\"forminator-radiogroup-radio-17-6ab34b31578e2-label\" class=\"forminator-label\">Q17. Personal guarantees, contracts, and operational risks are reviewed. <span class=\"forminator-required\">*<\/span><\/span><label id=\"forminator-field-radio-17-label-1\" for=\"forminator-field-radio-17-1-6ab34b31578e2\" class=\"forminator-radio\" title=\"Not in place\"><input type=\"radio\" name=\"radio-17\" value=\"not-in-place\" id=\"forminator-field-radio-17-1-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-17-label-1\" data-calculation=\"0\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Not in place<\/span><\/label><label id=\"forminator-field-radio-17-label-2\" for=\"forminator-field-radio-17-2-6ab34b31578e2\" class=\"forminator-radio\" title=\"Partially in place or inconsistent\"><input type=\"radio\" name=\"radio-17\" value=\"partially-in-place-or-inconsistent\" id=\"forminator-field-radio-17-2-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-17-label-2\" data-calculation=\"1\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Partially in place or inconsistent<\/span><\/label><label id=\"forminator-field-radio-17-label-3\" for=\"forminator-field-radio-17-3-6ab34b31578e2\" class=\"forminator-radio\" title=\"Working, but with identifiable gaps\"><input type=\"radio\" name=\"radio-17\" value=\"working-but-with-identifiable-gaps\" id=\"forminator-field-radio-17-3-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-17-label-3\" data-calculation=\"2\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Working, but with identifiable gaps<\/span><\/label><label id=\"forminator-field-radio-17-label-4\" for=\"forminator-field-radio-17-4-6ab34b31578e2\" class=\"forminator-radio\" title=\"Strong, documented, and consistently followed\"><input type=\"radio\" name=\"radio-17\" value=\"strong-documented-and-consistently-followed\" id=\"forminator-field-radio-17-4-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-17-label-4\" data-calculation=\"3\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Strong, documented, and consistently followed<\/span><\/label><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"radio-18\" class=\"forminator-field-radio forminator-col forminator-col-12 \"><div role=\"radiogroup\" class=\"forminator-field\" aria-labelledby=\"forminator-radiogroup-radio-18-6ab34b31578e2-label\"><span id=\"forminator-radiogroup-radio-18-6ab34b31578e2-label\" class=\"forminator-label\">Q18. Estate documents, beneficiary designations, and asset schedules are current. <span class=\"forminator-required\">*<\/span><\/span><label id=\"forminator-field-radio-18-label-1\" for=\"forminator-field-radio-18-1-6ab34b31578e2\" class=\"forminator-radio\" title=\"Not in place\"><input type=\"radio\" name=\"radio-18\" value=\"not-in-place\" id=\"forminator-field-radio-18-1-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-18-label-1\" data-calculation=\"0\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Not in place<\/span><\/label><label id=\"forminator-field-radio-18-label-2\" for=\"forminator-field-radio-18-2-6ab34b31578e2\" class=\"forminator-radio\" title=\"Partially in place or inconsistent\"><input type=\"radio\" name=\"radio-18\" value=\"partially-in-place-or-inconsistent\" id=\"forminator-field-radio-18-2-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-18-label-2\" data-calculation=\"1\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Partially in place or inconsistent<\/span><\/label><label id=\"forminator-field-radio-18-label-3\" for=\"forminator-field-radio-18-3-6ab34b31578e2\" class=\"forminator-radio\" title=\"Working, but with identifiable gaps\"><input type=\"radio\" name=\"radio-18\" value=\"working-but-with-identifiable-gaps\" id=\"forminator-field-radio-18-3-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-18-label-3\" data-calculation=\"2\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Working, but with identifiable gaps<\/span><\/label><label id=\"forminator-field-radio-18-label-4\" for=\"forminator-field-radio-18-4-6ab34b31578e2\" class=\"forminator-radio\" title=\"Strong, documented, and consistently followed\"><input type=\"radio\" name=\"radio-18\" value=\"strong-documented-and-consistently-followed\" id=\"forminator-field-radio-18-4-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-18-label-4\" data-calculation=\"3\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Strong, documented, and consistently followed<\/span><\/label><\/div><\/div><\/div><\/div><\/div><div\n\t\t\t\ttabindex=\"-1\"\n\t\t\t\trole=\"tabpanel\"\n\t\t\t\tid=\"forminator-custom-form-9779--page-6\"\n\t\t\t\tclass=\"forminator-pagination\"\n\t\t\t\taria-labelledby=\"forminator-custom-form-9779--page-6-label\"\n\t\t\t\taria-hidden=\"true\"\n\t\t\t\tdata-step=\"6\"\n\t\t\t\tdata-label=\"Stage 6\"\n\t\t\t\tdata-actual-label=\"Stage 7\"\n\t\t\t\tdata-name=\"page-break-7\"\n\t\t\t\thidden\n\t\t\t><div class=\"forminator-pagination--content\"><div class=\"forminator-row\"><div id=\"section-7\" class=\"forminator-field-section forminator-col forminator-col-12 \"><div class=\"forminator-field\"><h2 class=\"forminator-title\">Stage 7 \u2014 Legacy<\/h2><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"radio-19\" class=\"forminator-field-radio forminator-col forminator-col-12 \"><div role=\"radiogroup\" class=\"forminator-field\" aria-labelledby=\"forminator-radiogroup-radio-19-6ab34b31578e2-label\"><span id=\"forminator-radiogroup-radio-19-6ab34b31578e2-label\" class=\"forminator-label\">Q19. The people who may inherit or operate the plan know where to begin. <span class=\"forminator-required\">*<\/span><\/span><label id=\"forminator-field-radio-19-label-1\" for=\"forminator-field-radio-19-1-6ab34b31578e2\" class=\"forminator-radio\" title=\"Not in place\"><input type=\"radio\" name=\"radio-19\" value=\"not-in-place\" id=\"forminator-field-radio-19-1-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-19-label-1\" data-calculation=\"0\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Not in place<\/span><\/label><label id=\"forminator-field-radio-19-label-2\" for=\"forminator-field-radio-19-2-6ab34b31578e2\" class=\"forminator-radio\" title=\"Partially in place or inconsistent\"><input type=\"radio\" name=\"radio-19\" value=\"partially-in-place-or-inconsistent\" id=\"forminator-field-radio-19-2-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-19-label-2\" data-calculation=\"1\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Partially in place or inconsistent<\/span><\/label><label id=\"forminator-field-radio-19-label-3\" for=\"forminator-field-radio-19-3-6ab34b31578e2\" class=\"forminator-radio\" title=\"Working, but with identifiable gaps\"><input type=\"radio\" name=\"radio-19\" value=\"working-but-with-identifiable-gaps\" id=\"forminator-field-radio-19-3-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-19-label-3\" data-calculation=\"2\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Working, but with identifiable gaps<\/span><\/label><label id=\"forminator-field-radio-19-label-4\" for=\"forminator-field-radio-19-4-6ab34b31578e2\" class=\"forminator-radio\" title=\"Strong, documented, and consistently followed\"><input type=\"radio\" name=\"radio-19\" value=\"strong-documented-and-consistently-followed\" id=\"forminator-field-radio-19-4-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-19-label-4\" data-calculation=\"3\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Strong, documented, and consistently followed<\/span><\/label><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"radio-20\" class=\"forminator-field-radio forminator-col forminator-col-12 \"><div role=\"radiogroup\" class=\"forminator-field\" aria-labelledby=\"forminator-radiogroup-radio-20-6ab34b31578e2-label\"><span id=\"forminator-radiogroup-radio-20-6ab34b31578e2-label\" class=\"forminator-label\">Q20. Charitable, succession, and family-education goals are documented. <span class=\"forminator-required\">*<\/span><\/span><label id=\"forminator-field-radio-20-label-1\" for=\"forminator-field-radio-20-1-6ab34b31578e2\" class=\"forminator-radio\" title=\"Not in place\"><input type=\"radio\" name=\"radio-20\" value=\"not-in-place\" id=\"forminator-field-radio-20-1-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-20-label-1\" data-calculation=\"0\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Not in place<\/span><\/label><label id=\"forminator-field-radio-20-label-2\" for=\"forminator-field-radio-20-2-6ab34b31578e2\" class=\"forminator-radio\" title=\"Partially in place or inconsistent\"><input type=\"radio\" name=\"radio-20\" value=\"partially-in-place-or-inconsistent\" id=\"forminator-field-radio-20-2-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-20-label-2\" data-calculation=\"1\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Partially in place or inconsistent<\/span><\/label><label id=\"forminator-field-radio-20-label-3\" for=\"forminator-field-radio-20-3-6ab34b31578e2\" class=\"forminator-radio\" title=\"Working, but with identifiable gaps\"><input type=\"radio\" name=\"radio-20\" value=\"working-but-with-identifiable-gaps\" id=\"forminator-field-radio-20-3-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-20-label-3\" data-calculation=\"2\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Working, but with identifiable gaps<\/span><\/label><label id=\"forminator-field-radio-20-label-4\" for=\"forminator-field-radio-20-4-6ab34b31578e2\" class=\"forminator-radio\" title=\"Strong, documented, and consistently followed\"><input type=\"radio\" name=\"radio-20\" value=\"strong-documented-and-consistently-followed\" id=\"forminator-field-radio-20-4-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-20-label-4\" data-calculation=\"3\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Strong, documented, and consistently followed<\/span><\/label><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"radio-21\" class=\"forminator-field-radio forminator-col forminator-col-12 \"><div role=\"radiogroup\" class=\"forminator-field\" aria-labelledby=\"forminator-radiogroup-radio-21-6ab34b31578e2-label\"><span id=\"forminator-radiogroup-radio-21-6ab34b31578e2-label\" class=\"forminator-label\">Q21. The plan explains not only what is owned, but what the wealth is for. <span class=\"forminator-required\">*<\/span><\/span><label id=\"forminator-field-radio-21-label-1\" for=\"forminator-field-radio-21-1-6ab34b31578e2\" class=\"forminator-radio\" title=\"Not in place\"><input type=\"radio\" name=\"radio-21\" value=\"not-in-place\" id=\"forminator-field-radio-21-1-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-21-label-1\" data-calculation=\"0\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Not in place<\/span><\/label><label id=\"forminator-field-radio-21-label-2\" for=\"forminator-field-radio-21-2-6ab34b31578e2\" class=\"forminator-radio\" title=\"Partially in place or inconsistent\"><input type=\"radio\" name=\"radio-21\" value=\"partially-in-place-or-inconsistent\" id=\"forminator-field-radio-21-2-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-21-label-2\" data-calculation=\"1\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Partially in place or inconsistent<\/span><\/label><label id=\"forminator-field-radio-21-label-3\" for=\"forminator-field-radio-21-3-6ab34b31578e2\" class=\"forminator-radio\" title=\"Working, but with identifiable gaps\"><input type=\"radio\" name=\"radio-21\" value=\"working-but-with-identifiable-gaps\" id=\"forminator-field-radio-21-3-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-21-label-3\" data-calculation=\"2\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Working, but with identifiable gaps<\/span><\/label><label id=\"forminator-field-radio-21-label-4\" for=\"forminator-field-radio-21-4-6ab34b31578e2\" class=\"forminator-radio\" title=\"Strong, documented, and consistently followed\"><input type=\"radio\" name=\"radio-21\" value=\"strong-documented-and-consistently-followed\" id=\"forminator-field-radio-21-4-6ab34b31578e2\" aria-labelledby=\"forminator-field-radio-21-label-4\" data-calculation=\"3\"   data-hidden-behavior=\"zero\"\/><span class=\"forminator-radio-bullet\" aria-hidden=\"true\"><\/span><span class=\"forminator-radio-label\">Strong, documented, and consistently followed<\/span><\/label><\/div><\/div><\/div><\/div><\/div><div\n\t\t\t\ttabindex=\"-1\"\n\t\t\t\trole=\"tabpanel\"\n\t\t\t\tid=\"forminator-custom-form-9779--page-7\"\n\t\t\t\tclass=\"forminator-pagination\"\n\t\t\t\taria-labelledby=\"forminator-custom-form-9779--page-7-label\"\n\t\t\t\taria-hidden=\"true\"\n\t\t\t\tdata-step=\"7\"\n\t\t\t\tdata-label=\"Stage 7\"\n\t\t\t\tdata-actual-label=\"Profile\"\n\t\t\t\tdata-name=\"page-break-8\"\n\t\t\t\thidden\n\t\t\t><div class=\"forminator-pagination--content\"><div class=\"forminator-row\"><div id=\"section-8\" class=\"forminator-field-section forminator-col forminator-col-12 \"><div class=\"forminator-field\"><h2 class=\"forminator-title\">Profile &amp; Routing<\/h2><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"checkbox-1\" class=\"forminator-field-checkbox forminator-col forminator-col-12 \"><div role=\"group\" class=\"forminator-field required\" aria-labelledby=\"forminator-checkbox-group-forminator-field-checkbox-1-6ab34b31578e2-label\"><span id=\"forminator-checkbox-group-forminator-field-checkbox-1-6ab34b31578e2-label\" class=\"forminator-label\">Routing 1 \u2014 Investor type: Select all that apply <span class=\"forminator-required\">*<\/span><\/span><label id=\"forminator-field-checkbox-1-1-6ab34b31578e2-label\" for=\"forminator-field-checkbox-1-1-6ab34b31578e2\" class=\"forminator-checkbox\" title=\"Long-term rental investor\"><input type=\"checkbox\" name=\"checkbox-1[]\" value=\"long-term-rental-investor\" id=\"forminator-field-checkbox-1-1-6ab34b31578e2\" aria-labelledby=\"forminator-field-checkbox-1-1-6ab34b31578e2-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">Long-term rental investor<\/span><\/label><label id=\"forminator-field-checkbox-1-2-6ab34b31578e2-label\" for=\"forminator-field-checkbox-1-2-6ab34b31578e2\" class=\"forminator-checkbox\" title=\"Short-term rental investor\"><input type=\"checkbox\" name=\"checkbox-1[]\" value=\"short-term-rental-investor\" id=\"forminator-field-checkbox-1-2-6ab34b31578e2\" aria-labelledby=\"forminator-field-checkbox-1-2-6ab34b31578e2-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">Short-term rental investor<\/span><\/label><label id=\"forminator-field-checkbox-1-3-6ab34b31578e2-label\" for=\"forminator-field-checkbox-1-3-6ab34b31578e2\" class=\"forminator-checkbox\" title=\"Passive investor\"><input type=\"checkbox\" name=\"checkbox-1[]\" value=\"passive-investor\" id=\"forminator-field-checkbox-1-3-6ab34b31578e2\" aria-labelledby=\"forminator-field-checkbox-1-3-6ab34b31578e2-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">Passive investor<\/span><\/label><label id=\"forminator-field-checkbox-1-4-6ab34b31578e2-label\" for=\"forminator-field-checkbox-1-4-6ab34b31578e2\" class=\"forminator-checkbox\" title=\"Developer\/flipper\"><input type=\"checkbox\" name=\"checkbox-1[]\" value=\"developer-flipper\" id=\"forminator-field-checkbox-1-4-6ab34b31578e2\" aria-labelledby=\"forminator-field-checkbox-1-4-6ab34b31578e2-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">Developer\/flipper<\/span><\/label><label id=\"forminator-field-checkbox-1-5-6ab34b31578e2-label\" for=\"forminator-field-checkbox-1-5-6ab34b31578e2\" class=\"forminator-checkbox\" title=\"High-income professional considering real estate\"><input type=\"checkbox\" name=\"checkbox-1[]\" value=\"high-income-professional-considering-real-estate\" id=\"forminator-field-checkbox-1-5-6ab34b31578e2\" aria-labelledby=\"forminator-field-checkbox-1-5-6ab34b31578e2-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">High-income professional considering real estate<\/span><\/label><label id=\"forminator-field-checkbox-1-6-6ab34b31578e2-label\" for=\"forminator-field-checkbox-1-6-6ab34b31578e2\" class=\"forminator-checkbox\" title=\"Multiple categories\"><input type=\"checkbox\" name=\"checkbox-1[]\" value=\"multiple-categories\" id=\"forminator-field-checkbox-1-6-6ab34b31578e2\" aria-labelledby=\"forminator-field-checkbox-1-6-6ab34b31578e2-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">Multiple categories<\/span><\/label><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-2\" class=\"forminator-field-html forminator-col forminator-col-12 \"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-2\"><label class=\"forminator-label\">Current Complexity<\/label><div class=\"lw-subhead\"><strong>Routing 2 \u2014 Current complexity<\/strong><p>Complete all three dropdowns.<\/p><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"select-1\" class=\"forminator-field-select forminator-col forminator-col-12 \"><div class=\"forminator-field\"><label for=\"forminator-form-9779__field--select-1_6ab34b31578e2\" id=\"forminator-form-9779__field--select-1_6ab34b31578e2-label\" class=\"forminator-label\">Number of properties <span class=\"forminator-required\">*<\/span><\/label><select  id=\"forminator-form-9779__field--select-1_6ab34b31578e2\" class=\"forminator-select--field forminator-select2 forminator-select2-multiple\" data-required=\"1\" name=\"select-1\" data-default-value=\"\" data-hidden-behavior=\"zero\" data-placeholder=\"Please select an option\" data-search=\"false\" data-search-placeholder=\"Please select an option\" data-checkbox=\"false\" data-allow-clear=\"false\" aria-labelledby=\"forminator-form-9779__field--select-1_6ab34b31578e2-label\"><option value=\"\"  >Please select an option<\/option><option value=\"0\"  data-calculation=\"0\">0<\/option><option value=\"1\"  data-calculation=\"0\">1<\/option><option value=\"2-5\"  data-calculation=\"0\">2\u20135<\/option><option value=\"6-10\"  data-calculation=\"0\">6\u201310<\/option><option value=\"11-plus\"  data-calculation=\"0\">11+<\/option><\/select><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"select-2\" class=\"forminator-field-select forminator-col forminator-col-12 \"><div class=\"forminator-field\"><label for=\"forminator-form-9779__field--select-2_6ab34b31578e2\" id=\"forminator-form-9779__field--select-2_6ab34b31578e2-label\" class=\"forminator-label\">Number of passive investments <span class=\"forminator-required\">*<\/span><\/label><select  id=\"forminator-form-9779__field--select-2_6ab34b31578e2\" class=\"forminator-select--field forminator-select2 forminator-select2-multiple\" data-required=\"1\" name=\"select-2\" data-default-value=\"\" data-hidden-behavior=\"zero\" data-placeholder=\"Please select an option\" data-search=\"false\" data-search-placeholder=\"Please select an option\" data-checkbox=\"false\" data-allow-clear=\"false\" aria-labelledby=\"forminator-form-9779__field--select-2_6ab34b31578e2-label\"><option value=\"\"  >Please select an option<\/option><option value=\"0\"  data-calculation=\"0\">0<\/option><option value=\"1\"  data-calculation=\"0\">1<\/option><option value=\"2-5\"  data-calculation=\"0\">2\u20135<\/option><option value=\"6-10\"  data-calculation=\"0\">6\u201310<\/option><option value=\"11-plus\"  data-calculation=\"0\">11+<\/option><\/select><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"select-3\" class=\"forminator-field-select forminator-col forminator-col-12 \"><div class=\"forminator-field\"><label for=\"forminator-form-9779__field--select-3_6ab34b31578e2\" id=\"forminator-form-9779__field--select-3_6ab34b31578e2-label\" class=\"forminator-label\">Number of business entities <span class=\"forminator-required\">*<\/span><\/label><select  id=\"forminator-form-9779__field--select-3_6ab34b31578e2\" class=\"forminator-select--field forminator-select2 forminator-select2-multiple\" data-required=\"1\" name=\"select-3\" data-default-value=\"\" data-hidden-behavior=\"zero\" data-placeholder=\"Please select an option\" data-search=\"false\" data-search-placeholder=\"Please select an option\" data-checkbox=\"false\" data-allow-clear=\"false\" aria-labelledby=\"forminator-form-9779__field--select-3_6ab34b31578e2-label\"><option value=\"\"  >Please select an option<\/option><option value=\"0\"  data-calculation=\"0\">0<\/option><option value=\"1\"  data-calculation=\"0\">1<\/option><option value=\"2-5\"  data-calculation=\"0\">2\u20135<\/option><option value=\"6-10\"  data-calculation=\"0\">6\u201310<\/option><option value=\"11-plus\"  data-calculation=\"0\">11+<\/option><\/select><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"checkbox-2\" class=\"forminator-field-checkbox forminator-col forminator-col-12 \"><div role=\"group\" class=\"forminator-field required\" aria-labelledby=\"forminator-checkbox-group-forminator-field-checkbox-2-6ab34b31578e2-label\"><span id=\"forminator-checkbox-group-forminator-field-checkbox-2-6ab34b31578e2-label\" class=\"forminator-label\">Routing 3 \u2014 Near-term event: Select all that apply for the next 90 days <span class=\"forminator-required\">*<\/span><\/span><label id=\"forminator-field-checkbox-2-1-6ab34b31578e2-label\" for=\"forminator-field-checkbox-2-1-6ab34b31578e2\" class=\"forminator-checkbox\" title=\"Purchase\"><input type=\"checkbox\" name=\"checkbox-2[]\" value=\"purchase\" id=\"forminator-field-checkbox-2-1-6ab34b31578e2\" aria-labelledby=\"forminator-field-checkbox-2-1-6ab34b31578e2-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">Purchase<\/span><\/label><label id=\"forminator-field-checkbox-2-2-6ab34b31578e2-label\" for=\"forminator-field-checkbox-2-2-6ab34b31578e2\" class=\"forminator-checkbox\" title=\"Renovation\"><input type=\"checkbox\" name=\"checkbox-2[]\" value=\"renovation\" id=\"forminator-field-checkbox-2-2-6ab34b31578e2\" aria-labelledby=\"forminator-field-checkbox-2-2-6ab34b31578e2-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">Renovation<\/span><\/label><label id=\"forminator-field-checkbox-2-3-6ab34b31578e2-label\" for=\"forminator-field-checkbox-2-3-6ab34b31578e2\" class=\"forminator-checkbox\" title=\"Sale\"><input type=\"checkbox\" name=\"checkbox-2[]\" value=\"sale\" id=\"forminator-field-checkbox-2-3-6ab34b31578e2\" aria-labelledby=\"forminator-field-checkbox-2-3-6ab34b31578e2-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">Sale<\/span><\/label><label id=\"forminator-field-checkbox-2-4-6ab34b31578e2-label\" for=\"forminator-field-checkbox-2-4-6ab34b31578e2\" class=\"forminator-checkbox\" title=\"1031 exchange\"><input type=\"checkbox\" name=\"checkbox-2[]\" value=\"1031-exchange\" id=\"forminator-field-checkbox-2-4-6ab34b31578e2\" aria-labelledby=\"forminator-field-checkbox-2-4-6ab34b31578e2-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">1031 exchange<\/span><\/label><label id=\"forminator-field-checkbox-2-5-6ab34b31578e2-label\" for=\"forminator-field-checkbox-2-5-6ab34b31578e2\" class=\"forminator-checkbox\" title=\"Capital call\"><input type=\"checkbox\" name=\"checkbox-2[]\" value=\"capital-call\" id=\"forminator-field-checkbox-2-5-6ab34b31578e2\" aria-labelledby=\"forminator-field-checkbox-2-5-6ab34b31578e2-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">Capital call<\/span><\/label><label id=\"forminator-field-checkbox-2-6-6ab34b31578e2-label\" for=\"forminator-field-checkbox-2-6-6ab34b31578e2\" class=\"forminator-checkbox\" title=\"Refinance\"><input type=\"checkbox\" name=\"checkbox-2[]\" value=\"refinance\" id=\"forminator-field-checkbox-2-6-6ab34b31578e2\" aria-labelledby=\"forminator-field-checkbox-2-6-6ab34b31578e2-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">Refinance<\/span><\/label><label id=\"forminator-field-checkbox-2-7-6ab34b31578e2-label\" for=\"forminator-field-checkbox-2-7-6ab34b31578e2\" class=\"forminator-checkbox\" title=\"Other major decision\"><input type=\"checkbox\" name=\"checkbox-2[]\" value=\"other-major-decision\" id=\"forminator-field-checkbox-2-7-6ab34b31578e2\" aria-labelledby=\"forminator-field-checkbox-2-7-6ab34b31578e2-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">Other major decision<\/span><\/label><label id=\"forminator-field-checkbox-2-8-6ab34b31578e2-label\" for=\"forminator-field-checkbox-2-8-6ab34b31578e2\" class=\"forminator-checkbox\" title=\"None known\"><input type=\"checkbox\" name=\"checkbox-2[]\" value=\"none-known\" id=\"forminator-field-checkbox-2-8-6ab34b31578e2\" aria-labelledby=\"forminator-field-checkbox-2-8-6ab34b31578e2-label\" data-calculation=\"0\"  \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><span class=\"forminator-checkbox-label\">None known<\/span><\/label><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"section-9\" class=\"forminator-field-section forminator-col forminator-col-12 \"><div class=\"forminator-field\"><h2 class=\"forminator-title\">Contact Gate<\/h2><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"text-1\" class=\"forminator-field-text forminator-col forminator-col-12 \"><div class=\"forminator-field\"><label for=\"forminator-field-text-1_6ab34b31578e2\" id=\"forminator-field-text-1_6ab34b31578e2-label\" class=\"forminator-label\">First Name <span class=\"forminator-required\">*<\/span><\/label><input type=\"text\" name=\"text-1\" value=\"\" placeholder=\"\" id=\"forminator-field-text-1_6ab34b31578e2\" class=\"forminator-input forminator-name--field\" data-required=\"1\" \/><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"text-2\" class=\"forminator-field-text forminator-col forminator-col-12 \"><div class=\"forminator-field\"><label for=\"forminator-field-text-2_6ab34b31578e2\" id=\"forminator-field-text-2_6ab34b31578e2-label\" class=\"forminator-label\">Last Name <span class=\"forminator-required\">*<\/span><\/label><input type=\"text\" name=\"text-2\" value=\"\" placeholder=\"\" id=\"forminator-field-text-2_6ab34b31578e2\" class=\"forminator-input forminator-name--field\" data-required=\"1\" \/><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"email-1\" class=\"forminator-field-email forminator-col forminator-col-12 \"><div class=\"forminator-field\"><label for=\"forminator-field-email-1_6ab34b31578e2\" id=\"forminator-field-email-1_6ab34b31578e2-label\" class=\"forminator-label\">Email <span class=\"forminator-required\">*<\/span><\/label><input type=\"email\" name=\"email-1\" value=\"\" placeholder=\"\" id=\"forminator-field-email-1_6ab34b31578e2\" class=\"forminator-input forminator-email--field\" data-required=\"1\" aria-required=\"true\" autocomplete=\"email\" \/><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"consent-1\" class=\"forminator-field-consent forminator-col forminator-col-12 \"><div class=\"forminator-field\"><label for=\"forminator-field-consent-1_6ab34b31578e2\" id=\"forminator-field-consent-1_6ab34b31578e2-label\" class=\"forminator-label\">Consent <span class=\"forminator-required\">*<\/span><\/label><div class=\"forminator-checkbox__wrapper\"><label id=\"forminator-field-consent-1_6ab34b31578e2__label\" class=\"forminator-checkbox forminator-consent\"><input type=\"checkbox\" name=\"consent-1\" id=\"forminator-field-consent-1_6ab34b31578e2\" value=\"checked\" aria-labelledby=\"forminator-field-consent-1_6ab34b31578e2-label\" aria-describedby=\"forminator-field-consent-1_6ab34b31578e2__description\" data-required=\"true\" aria-required=\"true\" \/><span class=\"forminator-checkbox-box\" aria-hidden=\"true\"><\/span><\/label><div id=\"forminator-field-consent-1_6ab34b31578e2__description\" class=\"forminator-checkbox__label forminator-consent__label\">I agree to receive my assessment result and relevant educational follow-up from Landmark CPA Group.<\/div><\/div><\/div><\/div><\/div><div class=\"forminator-row forminator-hidden\"><div id=\"hidden-1\" class=\"forminator-field-hidden  forminator-col-12 \"><input type=\"hidden\" id=\"hidden-1_6ab34b31578e2\" name=\"hidden-1\" value=\"https:\/\/landmarkcpagroup.com\/staging\/wealth-assessment\/\" \/><\/div><\/div><div class=\"forminator-row forminator-hidden\"><div id=\"hidden-2\" class=\"forminator-field-hidden  forminator-col-12 \"><input type=\"hidden\" id=\"hidden-2_6ab34b31578e2\" name=\"hidden-2\" value=\"\" \/><\/div><\/div><div class=\"forminator-row forminator-hidden\"><div id=\"hidden-3\" class=\"forminator-field-hidden  forminator-col-12 \"><input type=\"hidden\" id=\"hidden-3_6ab34b31578e2\" name=\"hidden-3\" value=\"\" \/><\/div><\/div><div class=\"forminator-row forminator-hidden\"><div id=\"hidden-4\" class=\"forminator-field-hidden  forminator-col-12 \"><input type=\"hidden\" id=\"hidden-4_6ab34b31578e2\" name=\"hidden-4\" value=\"\" \/><\/div><\/div><div class=\"forminator-row forminator-hidden\"><div id=\"hidden-5\" class=\"forminator-field-hidden  forminator-col-12 \"><input type=\"hidden\" id=\"hidden-5_6ab34b31578e2\" name=\"hidden-5\" value=\"\" \/><\/div><\/div><div class=\"forminator-row\"><div id=\"calculation-1\" class=\"forminator-field-calculation forminator-col forminator-col-12 \"><div class=\"forminator-field\"><label for=\"calculation-1-field_6ab34b31578e2\" id=\"calculation-1-field_6ab34b31578e2-label\" class=\"forminator-label\">Stage 1 Score<\/label><input type=\"text\" name=\"calculation-1\" value=\"\" id=\"calculation-1-field_6ab34b31578e2\" class=\"forminator-calculation forminator-input\" data-formula=\"{radio-1}+{radio-2}+{radio-3}\" data-required=\"\" data-decimal-point=\".\" data-precision=\"2\" data-is-hidden=\"1\" disabled=\"disabled\" data-decimals=\"2\" data-inputmask=\"&#039;groupSeparator&#039;: &#039;&#039;, &#039;radixPoint&#039;: &#039;.&#039;, &#039;digits&#039;: &#039;2&#039;\" readonly=\"readonly\" data-hidden-behavior=\"zero\" \/><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"calculation-2\" class=\"forminator-field-calculation forminator-col forminator-col-12 \"><div class=\"forminator-field\"><label for=\"calculation-2-field_6ab34b31578e2\" id=\"calculation-2-field_6ab34b31578e2-label\" class=\"forminator-label\">Stage 2 Score<\/label><input type=\"text\" name=\"calculation-2\" value=\"\" id=\"calculation-2-field_6ab34b31578e2\" class=\"forminator-calculation forminator-input\" data-formula=\"{radio-4}+{radio-5}+{radio-6}\" data-required=\"\" data-decimal-point=\".\" data-precision=\"2\" data-is-hidden=\"1\" disabled=\"disabled\" data-decimals=\"2\" data-inputmask=\"&#039;groupSeparator&#039;: &#039;&#039;, &#039;radixPoint&#039;: &#039;.&#039;, &#039;digits&#039;: &#039;2&#039;\" readonly=\"readonly\" data-hidden-behavior=\"zero\" \/><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"calculation-3\" class=\"forminator-field-calculation forminator-col forminator-col-12 \"><div class=\"forminator-field\"><label for=\"calculation-3-field_6ab34b31578e2\" id=\"calculation-3-field_6ab34b31578e2-label\" class=\"forminator-label\">Stage 3 Score<\/label><input type=\"text\" name=\"calculation-3\" value=\"\" id=\"calculation-3-field_6ab34b31578e2\" class=\"forminator-calculation forminator-input\" data-formula=\"{radio-7}+{radio-8}+{radio-9}\" data-required=\"\" data-decimal-point=\".\" data-precision=\"2\" data-is-hidden=\"1\" disabled=\"disabled\" data-decimals=\"2\" data-inputmask=\"&#039;groupSeparator&#039;: &#039;&#039;, &#039;radixPoint&#039;: &#039;.&#039;, &#039;digits&#039;: &#039;2&#039;\" readonly=\"readonly\" data-hidden-behavior=\"zero\" \/><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"calculation-4\" class=\"forminator-field-calculation forminator-col forminator-col-12 \"><div class=\"forminator-field\"><label for=\"calculation-4-field_6ab34b31578e2\" id=\"calculation-4-field_6ab34b31578e2-label\" class=\"forminator-label\">Stage 4 Score<\/label><input type=\"text\" name=\"calculation-4\" value=\"\" id=\"calculation-4-field_6ab34b31578e2\" class=\"forminator-calculation forminator-input\" data-formula=\"{radio-10}+{radio-11}+{radio-12}\" data-required=\"\" data-decimal-point=\".\" data-precision=\"2\" data-is-hidden=\"1\" disabled=\"disabled\" data-decimals=\"2\" data-inputmask=\"&#039;groupSeparator&#039;: &#039;&#039;, &#039;radixPoint&#039;: &#039;.&#039;, &#039;digits&#039;: &#039;2&#039;\" readonly=\"readonly\" data-hidden-behavior=\"zero\" \/><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"calculation-5\" class=\"forminator-field-calculation forminator-col forminator-col-12 \"><div class=\"forminator-field\"><label for=\"calculation-5-field_6ab34b31578e2\" id=\"calculation-5-field_6ab34b31578e2-label\" class=\"forminator-label\">Stage 5 Score<\/label><input type=\"text\" name=\"calculation-5\" value=\"\" id=\"calculation-5-field_6ab34b31578e2\" class=\"forminator-calculation forminator-input\" data-formula=\"{radio-13}+{radio-14}+{radio-15}\" data-required=\"\" data-decimal-point=\".\" data-precision=\"2\" data-is-hidden=\"1\" disabled=\"disabled\" data-decimals=\"2\" data-inputmask=\"&#039;groupSeparator&#039;: &#039;&#039;, &#039;radixPoint&#039;: &#039;.&#039;, &#039;digits&#039;: &#039;2&#039;\" readonly=\"readonly\" data-hidden-behavior=\"zero\" \/><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"calculation-6\" class=\"forminator-field-calculation forminator-col forminator-col-12 \"><div class=\"forminator-field\"><label for=\"calculation-6-field_6ab34b31578e2\" id=\"calculation-6-field_6ab34b31578e2-label\" class=\"forminator-label\">Stage 6 Score<\/label><input type=\"text\" name=\"calculation-6\" value=\"\" id=\"calculation-6-field_6ab34b31578e2\" class=\"forminator-calculation forminator-input\" data-formula=\"{radio-16}+{radio-17}+{radio-18}\" data-required=\"\" data-decimal-point=\".\" data-precision=\"2\" data-is-hidden=\"1\" disabled=\"disabled\" data-decimals=\"2\" data-inputmask=\"&#039;groupSeparator&#039;: &#039;&#039;, &#039;radixPoint&#039;: &#039;.&#039;, &#039;digits&#039;: &#039;2&#039;\" readonly=\"readonly\" data-hidden-behavior=\"zero\" \/><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"calculation-7\" class=\"forminator-field-calculation forminator-col forminator-col-12 \"><div class=\"forminator-field\"><label for=\"calculation-7-field_6ab34b31578e2\" id=\"calculation-7-field_6ab34b31578e2-label\" class=\"forminator-label\">Stage 7 Score<\/label><input type=\"text\" name=\"calculation-7\" value=\"\" id=\"calculation-7-field_6ab34b31578e2\" class=\"forminator-calculation forminator-input\" data-formula=\"{radio-19}+{radio-20}+{radio-21}\" data-required=\"\" data-decimal-point=\".\" data-precision=\"2\" data-is-hidden=\"1\" disabled=\"disabled\" data-decimals=\"2\" data-inputmask=\"&#039;groupSeparator&#039;: &#039;&#039;, &#039;radixPoint&#039;: &#039;.&#039;, &#039;digits&#039;: &#039;2&#039;\" readonly=\"readonly\" data-hidden-behavior=\"zero\" \/><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"calculation-8\" class=\"forminator-field-calculation forminator-col forminator-col-12 \"><div class=\"forminator-field\"><label for=\"calculation-8-field_6ab34b31578e2\" id=\"calculation-8-field_6ab34b31578e2-label\" class=\"forminator-label\">Overall Score<\/label><input type=\"text\" name=\"calculation-8\" value=\"\" id=\"calculation-8-field_6ab34b31578e2\" class=\"forminator-calculation forminator-input\" data-formula=\"{calculation-1}+{calculation-2}+{calculation-3}+{calculation-4}+{calculation-5}+{calculation-6}+{calculation-7}\" data-required=\"\" data-decimal-point=\".\" data-precision=\"2\" data-is-hidden=\"1\" disabled=\"disabled\" data-decimals=\"2\" data-inputmask=\"&#039;groupSeparator&#039;: &#039;&#039;, &#039;radixPoint&#039;: &#039;.&#039;, &#039;digits&#039;: &#039;2&#039;\" readonly=\"readonly\" data-hidden-behavior=\"zero\" \/><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"calculation-9\" class=\"forminator-field-calculation forminator-col forminator-col-12 \"><div class=\"forminator-field\"><label for=\"calculation-9-field_6ab34b31578e2\" id=\"calculation-9-field_6ab34b31578e2-label\" class=\"forminator-label\">Optimization Priority Encoded<\/label><input type=\"text\" name=\"calculation-9\" value=\"\" id=\"calculation-9-field_6ab34b31578e2\" class=\"forminator-calculation forminator-input\" data-formula=\"min({calculation-1}*100+1,{calculation-2}*100+2,{calculation-3}*100+3,{calculation-4}*100+4,{calculation-5}*100+5,{calculation-6}*100+6,{calculation-7}*100+7)\" data-required=\"\" data-decimal-point=\".\" data-precision=\"2\" data-is-hidden=\"1\" disabled=\"disabled\" data-decimals=\"2\" data-inputmask=\"&#039;groupSeparator&#039;: &#039;&#039;, &#039;radixPoint&#039;: &#039;.&#039;, &#039;digits&#039;: &#039;2&#039;\" readonly=\"readonly\" data-hidden-behavior=\"zero\" \/><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"calculation-10\" class=\"forminator-field-calculation forminator-col forminator-col-12 \"><div class=\"forminator-field\"><label for=\"calculation-10-field_6ab34b31578e2\" id=\"calculation-10-field_6ab34b31578e2-label\" class=\"forminator-label\">Optimization Stage<\/label><input type=\"text\" name=\"calculation-10\" value=\"\" id=\"calculation-10-field_6ab34b31578e2\" class=\"forminator-calculation forminator-input\" data-formula=\"{calculation-9}%100\" data-required=\"\" data-decimal-point=\".\" data-precision=\"2\" data-is-hidden=\"1\" disabled=\"disabled\" data-decimals=\"2\" data-inputmask=\"&#039;groupSeparator&#039;: &#039;&#039;, &#039;radixPoint&#039;: &#039;.&#039;, &#039;digits&#039;: &#039;2&#039;\" readonly=\"readonly\" data-hidden-behavior=\"zero\" \/><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"calculation-11\" class=\"forminator-field-calculation forminator-col forminator-col-12 \"><div class=\"forminator-field\"><label for=\"calculation-11-field_6ab34b31578e2\" id=\"calculation-11-field_6ab34b31578e2-label\" class=\"forminator-label\">First Below-6 Candidate<\/label><input type=\"text\" name=\"calculation-11\" value=\"\" id=\"calculation-11-field_6ab34b31578e2\" class=\"forminator-calculation forminator-input\" data-formula=\"min(1+100*(1-ceil(max(0,6-{calculation-1})\/10)),2+100*(1-ceil(max(0,6-{calculation-2})\/10)),3+100*(1-ceil(max(0,6-{calculation-3})\/10)),4+100*(1-ceil(max(0,6-{calculation-4})\/10)),5+100*(1-ceil(max(0,6-{calculation-5})\/10)),6+100*(1-ceil(max(0,6-{calculation-6})\/10)),7+100*(1-ceil(max(0,6-{calculation-7})\/10)))\" data-required=\"\" data-decimal-point=\".\" data-precision=\"2\" data-is-hidden=\"1\" disabled=\"disabled\" data-decimals=\"2\" data-inputmask=\"&#039;groupSeparator&#039;: &#039;&#039;, &#039;radixPoint&#039;: &#039;.&#039;, &#039;digits&#039;: &#039;2&#039;\" readonly=\"readonly\" data-hidden-behavior=\"zero\" \/><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"calculation-12\" class=\"forminator-field-calculation forminator-col forminator-col-12 \"><div class=\"forminator-field\"><label for=\"calculation-12-field_6ab34b31578e2\" id=\"calculation-12-field_6ab34b31578e2-label\" class=\"forminator-label\">First Stage Below 6<\/label><input type=\"text\" name=\"calculation-12\" value=\"\" id=\"calculation-12-field_6ab34b31578e2\" class=\"forminator-calculation forminator-input\" data-formula=\"{calculation-11}*(1-ceil(max(0,{calculation-11}-7)\/100))\" data-required=\"\" data-decimal-point=\".\" data-precision=\"2\" data-is-hidden=\"1\" disabled=\"disabled\" data-decimals=\"2\" data-inputmask=\"&#039;groupSeparator&#039;: &#039;&#039;, &#039;radixPoint&#039;: &#039;.&#039;, &#039;digits&#039;: &#039;2&#039;\" readonly=\"readonly\" data-hidden-behavior=\"zero\" \/><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"calculation-13\" class=\"forminator-field-calculation forminator-col forminator-col-12 \"><div class=\"forminator-field\"><label for=\"calculation-13-field_6ab34b31578e2\" id=\"calculation-13-field_6ab34b31578e2-label\" class=\"forminator-label\">Primary Constraint Stage<\/label><input type=\"text\" name=\"calculation-13\" value=\"\" id=\"calculation-13-field_6ab34b31578e2\" class=\"forminator-calculation forminator-input\" data-formula=\"{calculation-12}+(1-min(1,{calculation-12}))*{calculation-10}\" data-required=\"\" data-decimal-point=\".\" data-precision=\"2\" data-is-hidden=\"1\" disabled=\"disabled\" data-decimals=\"2\" data-inputmask=\"&#039;groupSeparator&#039;: &#039;&#039;, &#039;radixPoint&#039;: &#039;.&#039;, &#039;digits&#039;: &#039;2&#039;\" readonly=\"readonly\" data-hidden-behavior=\"zero\" \/><\/div><\/div><\/div><\/div><\/div><div\n\t\t\t\ttabindex=\"-1\"\n\t\t\t\trole=\"tabpanel\"\n\t\t\t\tid=\"forminator-custom-form-9779--page-8\"\n\t\t\t\tclass=\"forminator-pagination\"\n\t\t\t\taria-labelledby=\"forminator-custom-form-9779--page-8-label\"\n\t\t\t\taria-hidden=\"true\"\n\t\t\t\tdata-step=\"8\"\n\t\t\t\tdata-label=\"Profile\"\n\t\t\t\tdata-actual-label=\"Results\"\n\t\t\t\tdata-name=\"\"\n\t\t\t\thidden\n\t\t\t><div class=\"forminator-pagination--content\"><div class=\"forminator-row\"><div id=\"section-10\" class=\"forminator-field-section forminator-col forminator-col-12 \"><div class=\"forminator-field\"><h2 class=\"forminator-title\">Results<\/h2><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-3\" class=\"forminator-field-html forminator-col forminator-col-12 \"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-3\"><label class=\"forminator-label\">Results Introduction<\/label><div class=\"lw-results-intro\"><div class=\"lw-kicker\">Landmark Wealth Framework Assessment<\/div><h2>Your Assessment Result<\/h2><p>Your score is a planning indicator designed to surface the next constraint worth addressing.<\/p><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-4\" class=\"forminator-field-html forminator-col forminator-col-12  lw-result-block\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-4\"><label class=\"forminator-label\">Overall \u2014 Foundation Not Established<\/label><div class=\"lw-overall-card\"><div class=\"lw-eyebrow\">Overall Score<\/div><div class=\"lw-total\">{calculation-8}<span>\/63<\/span><\/div><div class=\"lw-band\">Foundation Not Established<\/div><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-5\" class=\"forminator-field-html forminator-col forminator-col-12  lw-result-block\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-5\"><label class=\"forminator-label\">Overall \u2014 Fragile and Inconsistent<\/label><div class=\"lw-overall-card\"><div class=\"lw-eyebrow\">Overall Score<\/div><div class=\"lw-total\">{calculation-8}<span>\/63<\/span><\/div><div class=\"lw-band\">Fragile and Inconsistent<\/div><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-6\" class=\"forminator-field-html forminator-col forminator-col-12  lw-result-block\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-6\"><label class=\"forminator-label\">Overall \u2014 Working but Exposed<\/label><div class=\"lw-overall-card\"><div class=\"lw-eyebrow\">Overall Score<\/div><div class=\"lw-total\">{calculation-8}<span>\/63<\/span><\/div><div class=\"lw-band\">Working but Exposed<\/div><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-7\" class=\"forminator-field-html forminator-col forminator-col-12  lw-result-block\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-7\"><label class=\"forminator-label\">Overall \u2014 Established and Ready to Optimize<\/label><div class=\"lw-overall-card\"><div class=\"lw-eyebrow\">Overall Score<\/div><div class=\"lw-total\">{calculation-8}<span>\/63<\/span><\/div><div class=\"lw-band\">Established and Ready to Optimize<\/div><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-8\" class=\"forminator-field-html forminator-col forminator-col-12 \"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-8\"><label class=\"forminator-label\">Scorecard Heading<\/label><div class=\"lw-scorecard-heading\"><h2>Seven-Stage Scorecard<\/h2><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-9\" class=\"forminator-field-html forminator-col forminator-col-12  lw-scorecard-row\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-9\"><label class=\"forminator-label\">Stage 1 \u2014 Tax Ready Books \u2014 Not Built<\/label><div class=\"lw-stage-row\"><div class=\"lw-stage-name\">Stage 1 \u2014 Tax Ready Books<\/div><div class=\"lw-stage-score\">{calculation-1}<span>\/9<\/span><\/div><div class=\"lw-stage-class\">Not Built<\/div><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-10\" class=\"forminator-field-html forminator-col forminator-col-12  lw-scorecard-row\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-10\"><label class=\"forminator-label\">Stage 1 \u2014 Tax Ready Books \u2014 Inconsistent<\/label><div class=\"lw-stage-row\"><div class=\"lw-stage-name\">Stage 1 \u2014 Tax Ready Books<\/div><div class=\"lw-stage-score\">{calculation-1}<span>\/9<\/span><\/div><div class=\"lw-stage-class\">Inconsistent<\/div><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-11\" class=\"forminator-field-html forminator-col forminator-col-12  lw-scorecard-row\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-11\"><label class=\"forminator-label\">Stage 1 \u2014 Tax Ready Books \u2014 Working<\/label><div class=\"lw-stage-row\"><div class=\"lw-stage-name\">Stage 1 \u2014 Tax Ready Books<\/div><div class=\"lw-stage-score\">{calculation-1}<span>\/9<\/span><\/div><div class=\"lw-stage-class\">Working<\/div><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-12\" class=\"forminator-field-html forminator-col forminator-col-12  lw-scorecard-row\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-12\"><label class=\"forminator-label\">Stage 1 \u2014 Tax Ready Books \u2014 Strong<\/label><div class=\"lw-stage-row\"><div class=\"lw-stage-name\">Stage 1 \u2014 Tax Ready Books<\/div><div class=\"lw-stage-score\">{calculation-1}<span>\/9<\/span><\/div><div class=\"lw-stage-class\">Strong<\/div><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-13\" class=\"forminator-field-html forminator-col forminator-col-12  lw-scorecard-row\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-13\"><label class=\"forminator-label\">Stage 2 \u2014 Year-Round Tax Planning \u2014 Not Built<\/label><div class=\"lw-stage-row\"><div class=\"lw-stage-name\">Stage 2 \u2014 Year-Round Tax Planning<\/div><div class=\"lw-stage-score\">{calculation-2}<span>\/9<\/span><\/div><div class=\"lw-stage-class\">Not Built<\/div><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-14\" class=\"forminator-field-html forminator-col forminator-col-12  lw-scorecard-row\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-14\"><label class=\"forminator-label\">Stage 2 \u2014 Year-Round Tax Planning \u2014 Inconsistent<\/label><div class=\"lw-stage-row\"><div class=\"lw-stage-name\">Stage 2 \u2014 Year-Round Tax Planning<\/div><div class=\"lw-stage-score\">{calculation-2}<span>\/9<\/span><\/div><div class=\"lw-stage-class\">Inconsistent<\/div><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-15\" class=\"forminator-field-html forminator-col forminator-col-12  lw-scorecard-row\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-15\"><label class=\"forminator-label\">Stage 2 \u2014 Year-Round Tax Planning \u2014 Working<\/label><div class=\"lw-stage-row\"><div class=\"lw-stage-name\">Stage 2 \u2014 Year-Round Tax Planning<\/div><div class=\"lw-stage-score\">{calculation-2}<span>\/9<\/span><\/div><div class=\"lw-stage-class\">Working<\/div><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-16\" class=\"forminator-field-html forminator-col forminator-col-12  lw-scorecard-row\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-16\"><label class=\"forminator-label\">Stage 2 \u2014 Year-Round Tax Planning \u2014 Strong<\/label><div class=\"lw-stage-row\"><div class=\"lw-stage-name\">Stage 2 \u2014 Year-Round Tax Planning<\/div><div class=\"lw-stage-score\">{calculation-2}<span>\/9<\/span><\/div><div class=\"lw-stage-class\">Strong<\/div><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-17\" class=\"forminator-field-html forminator-col forminator-col-12  lw-scorecard-row\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-17\"><label class=\"forminator-label\">Stage 3 \u2014 Strategic Tax Reduction \u2014 Not Built<\/label><div class=\"lw-stage-row\"><div class=\"lw-stage-name\">Stage 3 \u2014 Strategic Tax Reduction<\/div><div class=\"lw-stage-score\">{calculation-3}<span>\/9<\/span><\/div><div class=\"lw-stage-class\">Not Built<\/div><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-18\" class=\"forminator-field-html forminator-col forminator-col-12  lw-scorecard-row\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-18\"><label class=\"forminator-label\">Stage 3 \u2014 Strategic Tax Reduction \u2014 Inconsistent<\/label><div class=\"lw-stage-row\"><div class=\"lw-stage-name\">Stage 3 \u2014 Strategic Tax Reduction<\/div><div class=\"lw-stage-score\">{calculation-3}<span>\/9<\/span><\/div><div class=\"lw-stage-class\">Inconsistent<\/div><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-19\" class=\"forminator-field-html forminator-col forminator-col-12  lw-scorecard-row\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-19\"><label class=\"forminator-label\">Stage 3 \u2014 Strategic Tax Reduction \u2014 Working<\/label><div class=\"lw-stage-row\"><div class=\"lw-stage-name\">Stage 3 \u2014 Strategic Tax Reduction<\/div><div class=\"lw-stage-score\">{calculation-3}<span>\/9<\/span><\/div><div class=\"lw-stage-class\">Working<\/div><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-20\" class=\"forminator-field-html forminator-col forminator-col-12  lw-scorecard-row\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-20\"><label class=\"forminator-label\">Stage 3 \u2014 Strategic Tax Reduction \u2014 Strong<\/label><div class=\"lw-stage-row\"><div class=\"lw-stage-name\">Stage 3 \u2014 Strategic Tax Reduction<\/div><div class=\"lw-stage-score\">{calculation-3}<span>\/9<\/span><\/div><div class=\"lw-stage-class\">Strong<\/div><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-21\" class=\"forminator-field-html forminator-col forminator-col-12  lw-scorecard-row\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-21\"><label class=\"forminator-label\">Stage 4 \u2014 Cash-Flow Optimization \u2014 Not Built<\/label><div class=\"lw-stage-row\"><div class=\"lw-stage-name\">Stage 4 \u2014 Cash-Flow Optimization<\/div><div class=\"lw-stage-score\">{calculation-4}<span>\/9<\/span><\/div><div class=\"lw-stage-class\">Not Built<\/div><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-22\" class=\"forminator-field-html forminator-col forminator-col-12  lw-scorecard-row\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-22\"><label class=\"forminator-label\">Stage 4 \u2014 Cash-Flow Optimization \u2014 Inconsistent<\/label><div class=\"lw-stage-row\"><div class=\"lw-stage-name\">Stage 4 \u2014 Cash-Flow Optimization<\/div><div class=\"lw-stage-score\">{calculation-4}<span>\/9<\/span><\/div><div class=\"lw-stage-class\">Inconsistent<\/div><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-23\" class=\"forminator-field-html forminator-col forminator-col-12  lw-scorecard-row\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-23\"><label class=\"forminator-label\">Stage 4 \u2014 Cash-Flow Optimization \u2014 Working<\/label><div class=\"lw-stage-row\"><div class=\"lw-stage-name\">Stage 4 \u2014 Cash-Flow Optimization<\/div><div class=\"lw-stage-score\">{calculation-4}<span>\/9<\/span><\/div><div class=\"lw-stage-class\">Working<\/div><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-24\" class=\"forminator-field-html forminator-col forminator-col-12  lw-scorecard-row\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-24\"><label class=\"forminator-label\">Stage 4 \u2014 Cash-Flow Optimization \u2014 Strong<\/label><div class=\"lw-stage-row\"><div class=\"lw-stage-name\">Stage 4 \u2014 Cash-Flow Optimization<\/div><div class=\"lw-stage-score\">{calculation-4}<span>\/9<\/span><\/div><div class=\"lw-stage-class\">Strong<\/div><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-25\" class=\"forminator-field-html forminator-col forminator-col-12  lw-scorecard-row\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-25\"><label class=\"forminator-label\">Stage 5 \u2014 Wealth Accumulation \u2014 Not Built<\/label><div class=\"lw-stage-row\"><div class=\"lw-stage-name\">Stage 5 \u2014 Wealth Accumulation<\/div><div class=\"lw-stage-score\">{calculation-5}<span>\/9<\/span><\/div><div class=\"lw-stage-class\">Not Built<\/div><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-26\" class=\"forminator-field-html forminator-col forminator-col-12  lw-scorecard-row\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-26\"><label class=\"forminator-label\">Stage 5 \u2014 Wealth Accumulation \u2014 Inconsistent<\/label><div class=\"lw-stage-row\"><div class=\"lw-stage-name\">Stage 5 \u2014 Wealth Accumulation<\/div><div class=\"lw-stage-score\">{calculation-5}<span>\/9<\/span><\/div><div class=\"lw-stage-class\">Inconsistent<\/div><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-27\" class=\"forminator-field-html forminator-col forminator-col-12  lw-scorecard-row\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-27\"><label class=\"forminator-label\">Stage 5 \u2014 Wealth Accumulation \u2014 Working<\/label><div class=\"lw-stage-row\"><div class=\"lw-stage-name\">Stage 5 \u2014 Wealth Accumulation<\/div><div class=\"lw-stage-score\">{calculation-5}<span>\/9<\/span><\/div><div class=\"lw-stage-class\">Working<\/div><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-28\" class=\"forminator-field-html forminator-col forminator-col-12  lw-scorecard-row\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-28\"><label class=\"forminator-label\">Stage 5 \u2014 Wealth Accumulation \u2014 Strong<\/label><div class=\"lw-stage-row\"><div class=\"lw-stage-name\">Stage 5 \u2014 Wealth Accumulation<\/div><div class=\"lw-stage-score\">{calculation-5}<span>\/9<\/span><\/div><div class=\"lw-stage-class\">Strong<\/div><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-29\" class=\"forminator-field-html forminator-col forminator-col-12  lw-scorecard-row\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-29\"><label class=\"forminator-label\">Stage 6 \u2014 Asset Protection \u2014 Not Built<\/label><div class=\"lw-stage-row\"><div class=\"lw-stage-name\">Stage 6 \u2014 Asset Protection<\/div><div class=\"lw-stage-score\">{calculation-6}<span>\/9<\/span><\/div><div class=\"lw-stage-class\">Not Built<\/div><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-30\" class=\"forminator-field-html forminator-col forminator-col-12  lw-scorecard-row\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-30\"><label class=\"forminator-label\">Stage 6 \u2014 Asset Protection \u2014 Inconsistent<\/label><div class=\"lw-stage-row\"><div class=\"lw-stage-name\">Stage 6 \u2014 Asset Protection<\/div><div class=\"lw-stage-score\">{calculation-6}<span>\/9<\/span><\/div><div class=\"lw-stage-class\">Inconsistent<\/div><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-31\" class=\"forminator-field-html forminator-col forminator-col-12  lw-scorecard-row\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-31\"><label class=\"forminator-label\">Stage 6 \u2014 Asset Protection \u2014 Working<\/label><div class=\"lw-stage-row\"><div class=\"lw-stage-name\">Stage 6 \u2014 Asset Protection<\/div><div class=\"lw-stage-score\">{calculation-6}<span>\/9<\/span><\/div><div class=\"lw-stage-class\">Working<\/div><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-32\" class=\"forminator-field-html forminator-col forminator-col-12  lw-scorecard-row\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-32\"><label class=\"forminator-label\">Stage 6 \u2014 Asset Protection \u2014 Strong<\/label><div class=\"lw-stage-row\"><div class=\"lw-stage-name\">Stage 6 \u2014 Asset Protection<\/div><div class=\"lw-stage-score\">{calculation-6}<span>\/9<\/span><\/div><div class=\"lw-stage-class\">Strong<\/div><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-33\" class=\"forminator-field-html forminator-col forminator-col-12  lw-scorecard-row\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-33\"><label class=\"forminator-label\">Stage 7 \u2014 Legacy \u2014 Not Built<\/label><div class=\"lw-stage-row\"><div class=\"lw-stage-name\">Stage 7 \u2014 Legacy<\/div><div class=\"lw-stage-score\">{calculation-7}<span>\/9<\/span><\/div><div class=\"lw-stage-class\">Not Built<\/div><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-34\" class=\"forminator-field-html forminator-col forminator-col-12  lw-scorecard-row\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-34\"><label class=\"forminator-label\">Stage 7 \u2014 Legacy \u2014 Inconsistent<\/label><div class=\"lw-stage-row\"><div class=\"lw-stage-name\">Stage 7 \u2014 Legacy<\/div><div class=\"lw-stage-score\">{calculation-7}<span>\/9<\/span><\/div><div class=\"lw-stage-class\">Inconsistent<\/div><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-35\" class=\"forminator-field-html forminator-col forminator-col-12  lw-scorecard-row\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-35\"><label class=\"forminator-label\">Stage 7 \u2014 Legacy \u2014 Working<\/label><div class=\"lw-stage-row\"><div class=\"lw-stage-name\">Stage 7 \u2014 Legacy<\/div><div class=\"lw-stage-score\">{calculation-7}<span>\/9<\/span><\/div><div class=\"lw-stage-class\">Working<\/div><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-36\" class=\"forminator-field-html forminator-col forminator-col-12  lw-scorecard-row\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-36\"><label class=\"forminator-label\">Stage 7 \u2014 Legacy \u2014 Strong<\/label><div class=\"lw-stage-row\"><div class=\"lw-stage-name\">Stage 7 \u2014 Legacy<\/div><div class=\"lw-stage-score\">{calculation-7}<span>\/9<\/span><\/div><div class=\"lw-stage-class\">Strong<\/div><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-37\" class=\"forminator-field-html forminator-col forminator-col-12 \"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-37\"><label class=\"forminator-label\">Primary Constraint Heading<\/label><div class=\"lw-primary-heading\"><h2>Primary Constraint<\/h2><p>This is the first stage, moving from Stage 1 upward, that scores below 6.<\/p><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-38\" class=\"forminator-field-html forminator-col forminator-col-12 \"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-38\"><label class=\"forminator-label\">Optimization Opportunity Heading<\/label><div class=\"lw-primary-heading\"><h2>Next Optimization Opportunity<\/h2><p>Every stage scores at least 6. The lowest-scoring stage is shown below; ties are resolved in favor of the earlier foundational stage.<\/p><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-39\" class=\"forminator-field-html forminator-col forminator-col-12  lw-primary-route\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-39\"><label class=\"forminator-label\">Primary Route \u2014 Stage 1<\/label><div class=\"lw-primary-card\">\n<h3>Stage 1 \u2014 Tax Ready Books<\/h3>\n<p>Reliable planning depends on current, organized and reconciled records. Weakness here can make later tax and wealth decisions depend on incomplete information.<\/p>\n<div class=\"lw-immediate\"><strong>Immediate recommendation:<\/strong> Reconcile books and build reliable property\/entity files.<\/div>\n<h4>Three Recommended Actions<\/h4>\n<ol><li>Reconcile books and build reliable property\/entity files.<\/li><li>Organize closing statements, depreciation schedules, debt records, and major invoices.<\/li><li>Separate and reconcile personal, business, and property activity.<\/li><\/ol>\n<div class=\"lw-resource\"><strong>Free resource \/ resource kit:<\/strong> Stage 1 approved resource \u2014 asset\/link pending approval.<\/div>\n<div class=\"lw-next-step\"><strong>Commercial next step:<\/strong> <a href=\"\/staging\/tax-ready-rei\/\">Tax Ready REI<\/a><\/div>\n<\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-40\" class=\"forminator-field-html forminator-col forminator-col-12  lw-primary-route\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-40\"><label class=\"forminator-label\">Primary Route \u2014 Stage 2<\/label><div class=\"lw-primary-card\">\n<h3>Stage 2 \u2014 Year-Round Tax Planning<\/h3>\n<p>Without projections and pre-decision reviews, planning can become reactive after important transactions have already occurred.<\/p>\n<div class=\"lw-immediate\"><strong>Immediate recommendation:<\/strong> Establish a projection, quarterly reviews and an action calendar.<\/div>\n<h4>Three Recommended Actions<\/h4>\n<ol><li>Establish a projection, quarterly reviews and an action calendar.<\/li><li>Project income and tax liability before year-end.<\/li><li>Discuss major purchases, renovations, sales, and ownership changes before execution.<\/li><\/ol>\n<div class=\"lw-resource\"><strong>Free resource \/ resource kit:<\/strong> Stage 2 approved resource \u2014 asset\/link pending approval.<\/div>\n<div class=\"lw-next-step\"><strong>Commercial next step:<\/strong> <a href=\"\/staging\/year-round-tax-planning\/\">Academy or Year-Round Tax Planning<\/a><\/div>\n<\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-41\" class=\"forminator-field-html forminator-col forminator-col-12  lw-primary-route\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-41\"><label class=\"forminator-label\">Primary Route \u2014 Stage 3<\/label><div class=\"lw-primary-card\">\n<h3>Stage 3 \u2014 Strategic Tax Reduction<\/h3>\n<p>A strategy is useful only when its economics, timing and limitations work for the investor\u2014not merely when it projects a deduction.<\/p>\n<div class=\"lw-immediate\"><strong>Immediate recommendation:<\/strong> Model strategy usability, economics, timing and limitations.<\/div>\n<h4>Three Recommended Actions<\/h4>\n<ol><li>Model strategy usability, economics, timing and limitations.<\/li><li>Review passive-loss, basis, at-risk, and participation limitations.<\/li><li>Confirm the investment works without depending on the projected deduction.<\/li><\/ol>\n<div class=\"lw-resource\"><strong>Free resource \/ resource kit:<\/strong> Stage 3 approved resource \u2014 asset\/link pending approval.<\/div>\n<div class=\"lw-next-step\"><strong>Commercial next step:<\/strong> <a href=\"\/staging\/strategic-tax-reduction\/\">Strategic Tax Review<\/a><\/div>\n<\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-42\" class=\"forminator-field-html forminator-col forminator-col-12  lw-primary-route\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-42\"><label class=\"forminator-label\">Primary Route \u2014 Stage 4<\/label><div class=\"lw-primary-card\">\n<h3>Stage 4 \u2014 Cash-Flow Optimization<\/h3>\n<p>Property cash flow, leverage, reserves and return on equity need to be visible before capital can be allocated intentionally.<\/p>\n<div class=\"lw-immediate\"><strong>Immediate recommendation:<\/strong> Review property cash flow, debt, reserves and return on equity.<\/div>\n<h4>Three Recommended Actions<\/h4>\n<ol><li>Review property cash flow, debt, reserves and return on equity.<\/li><li>Make reserves, debt maturities, and major capital needs visible.<\/li><li>Intentionally allocate tax savings rather than letting them be absorbed by spending.<\/li><\/ol>\n<div class=\"lw-resource\"><strong>Free resource \/ resource kit:<\/strong> Stage 4 approved resource \u2014 asset\/link pending approval.<\/div>\n<div class=\"lw-next-step\"><strong>Commercial next step:<\/strong> <a href=\"\/staging\/landmark-wealth-academy\/\">Landmark Wealth Academy \/ assessment-led planning<\/a><\/div>\n<\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-43\" class=\"forminator-field-html forminator-col forminator-col-12  lw-primary-route\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-43\"><label class=\"forminator-label\">Primary Route \u2014 Stage 5<\/label><div class=\"lw-primary-card\">\n<h3>Stage 5 \u2014 Wealth Accumulation<\/h3>\n<p>Growth decisions become harder to coordinate when allocation, concentration, liquidity and existing exposures are not viewed as one portfolio.<\/p>\n<div class=\"lw-immediate\"><strong>Immediate recommendation:<\/strong> Create an allocation, concentration, liquidity and capital plan.<\/div>\n<h4>Three Recommended Actions<\/h4>\n<ol><li>Create an allocation, concentration, liquidity and capital plan.<\/li><li>Evaluate new investments against existing risks and liquidity.<\/li><li>Coordinate retirement, marketable securities, real estate, and business value.<\/li><\/ol>\n<div class=\"lw-resource\"><strong>Free resource \/ resource kit:<\/strong> Stage 5 approved resource \u2014 asset\/link pending approval.<\/div>\n<div class=\"lw-next-step\"><strong>Commercial next step:<\/strong> <a href=\"\/staging\/advanced-tax-wealth-strategies\/\">Academy \/ Advanced Wealth Coordination<\/a><\/div>\n<\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-44\" class=\"forminator-field-html forminator-col forminator-col-12  lw-primary-route\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-44\"><label class=\"forminator-label\">Primary Route \u2014 Stage 6<\/label><div class=\"lw-primary-card\">\n<h3>Stage 6 \u2014 Asset Protection<\/h3>\n<p>As equity and activity grow, ownership structures, insurance, contracts and estate documents need to remain aligned with the risks being carried.<\/p>\n<div class=\"lw-immediate\"><strong>Immediate recommendation:<\/strong> Coordinate entities, insurance, contracts and estate documents.<\/div>\n<h4>Three Recommended Actions<\/h4>\n<ol><li>Coordinate entities, insurance, contracts and estate documents.<\/li><li>Review personal guarantees, contracts, and operational risks.<\/li><li>Update estate documents, beneficiary designations, and asset schedules.<\/li><\/ol>\n<div class=\"lw-resource\"><strong>Free resource \/ resource kit:<\/strong> Stage 6 approved resource \u2014 asset\/link pending approval.<\/div>\n<div class=\"lw-next-step\"><strong>Commercial next step:<\/strong> <a href=\"\/staging\/advanced-tax-wealth-strategies\/\">Advanced Wealth Coordination \/ advisor coordination<\/a><\/div>\n<\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-45\" class=\"forminator-field-html forminator-col forminator-col-12  lw-primary-route\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-45\"><label class=\"forminator-label\">Primary Route \u2014 Stage 7<\/label><div class=\"lw-primary-card\">\n<h3>Stage 7 \u2014 Legacy<\/h3>\n<p>A legacy plan must be understandable and usable by the people who may inherit, operate or steward the plan\u2014not simply documented as a list of assets.<\/p>\n<div class=\"lw-immediate\"><strong>Immediate recommendation:<\/strong> Document succession, stewardship, family education and purpose.<\/div>\n<h4>Three Recommended Actions<\/h4>\n<ol><li>Document succession, stewardship, family education and purpose.<\/li><li>Document charitable, succession, and family-education goals.<\/li><li>Make sure the plan explains not only what is owned, but what the wealth is for.<\/li><\/ol>\n<div class=\"lw-resource\"><strong>Free resource \/ resource kit:<\/strong> Stage 7 approved resource \u2014 asset\/link pending approval.<\/div>\n<div class=\"lw-next-step\"><strong>Commercial next step:<\/strong> <a href=\"\/staging\/advanced-tax-wealth-strategies\/\">Legacy \/ Advanced Wealth Coordination<\/a><\/div>\n<\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-46\" class=\"forminator-field-html forminator-col forminator-col-12  lw-warning-field\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-46\"><label class=\"forminator-label\">Urgent Primary \u2014 Stage 1<\/label><div class=\"lw-warning\"><strong>Urgent weakness:<\/strong> Stage 1 \u2014 Tax Ready Books scores {calculation-1}\/9 (Not Built). This weakness should not be masked by the overall score.<\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-47\" class=\"forminator-field-html forminator-col forminator-col-12  lw-warning-field\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-47\"><label class=\"forminator-label\">Urgent Primary \u2014 Stage 2<\/label><div class=\"lw-warning\"><strong>Urgent weakness:<\/strong> Stage 2 \u2014 Year-Round Tax Planning scores {calculation-2}\/9 (Not Built). This weakness should not be masked by the overall score.<\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-48\" class=\"forminator-field-html forminator-col forminator-col-12  lw-warning-field\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-48\"><label class=\"forminator-label\">Urgent Primary \u2014 Stage 3<\/label><div class=\"lw-warning\"><strong>Urgent weakness:<\/strong> Stage 3 \u2014 Strategic Tax Reduction scores {calculation-3}\/9 (Not Built). This weakness should not be masked by the overall score.<\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-49\" class=\"forminator-field-html forminator-col forminator-col-12  lw-warning-field\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-49\"><label class=\"forminator-label\">Urgent Primary \u2014 Stage 4<\/label><div class=\"lw-warning\"><strong>Urgent weakness:<\/strong> Stage 4 \u2014 Cash-Flow Optimization scores {calculation-4}\/9 (Not Built). This weakness should not be masked by the overall score.<\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-50\" class=\"forminator-field-html forminator-col forminator-col-12  lw-warning-field\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-50\"><label class=\"forminator-label\">Urgent Primary \u2014 Stage 5<\/label><div class=\"lw-warning\"><strong>Urgent weakness:<\/strong> Stage 5 \u2014 Wealth Accumulation scores {calculation-5}\/9 (Not Built). This weakness should not be masked by the overall score.<\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-51\" class=\"forminator-field-html forminator-col forminator-col-12  lw-warning-field\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-51\"><label class=\"forminator-label\">Urgent Primary \u2014 Stage 6<\/label><div class=\"lw-warning\"><strong>Urgent weakness:<\/strong> Stage 6 \u2014 Asset Protection scores {calculation-6}\/9 (Not Built). This weakness should not be masked by the overall score.<\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-52\" class=\"forminator-field-html forminator-col forminator-col-12  lw-warning-field\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-52\"><label class=\"forminator-label\">Urgent Primary \u2014 Stage 7<\/label><div class=\"lw-warning\"><strong>Urgent weakness:<\/strong> Stage 7 \u2014 Legacy scores {calculation-7}\/9 (Not Built). This weakness should not be masked by the overall score.<\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-53\" class=\"forminator-field-html forminator-col forminator-col-12  lw-warning-field\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-53\"><label class=\"forminator-label\">Critical Gap \u2014 Stage 1<\/label><div class=\"lw-warning\"><strong>Critical gap:<\/strong> Stage 1 \u2014 Tax Ready Books also scores {calculation-1}\/9 (Not Built) and should be addressed alongside the primary constraint.<\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-54\" class=\"forminator-field-html forminator-col forminator-col-12  lw-warning-field\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-54\"><label class=\"forminator-label\">Critical Gap \u2014 Stage 2<\/label><div class=\"lw-warning\"><strong>Critical gap:<\/strong> Stage 2 \u2014 Year-Round Tax Planning also scores {calculation-2}\/9 (Not Built) and should be addressed alongside the primary constraint.<\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-55\" class=\"forminator-field-html forminator-col forminator-col-12  lw-warning-field\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-55\"><label class=\"forminator-label\">Critical Gap \u2014 Stage 3<\/label><div class=\"lw-warning\"><strong>Critical gap:<\/strong> Stage 3 \u2014 Strategic Tax Reduction also scores {calculation-3}\/9 (Not Built) and should be addressed alongside the primary constraint.<\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-56\" class=\"forminator-field-html forminator-col forminator-col-12  lw-warning-field\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-56\"><label class=\"forminator-label\">Critical Gap \u2014 Stage 4<\/label><div class=\"lw-warning\"><strong>Critical gap:<\/strong> Stage 4 \u2014 Cash-Flow Optimization also scores {calculation-4}\/9 (Not Built) and should be addressed alongside the primary constraint.<\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-57\" class=\"forminator-field-html forminator-col forminator-col-12  lw-warning-field\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-57\"><label class=\"forminator-label\">Critical Gap \u2014 Stage 5<\/label><div class=\"lw-warning\"><strong>Critical gap:<\/strong> Stage 5 \u2014 Wealth Accumulation also scores {calculation-5}\/9 (Not Built) and should be addressed alongside the primary constraint.<\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-58\" class=\"forminator-field-html forminator-col forminator-col-12  lw-warning-field\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-58\"><label class=\"forminator-label\">Critical Gap \u2014 Stage 6<\/label><div class=\"lw-warning\"><strong>Critical gap:<\/strong> Stage 6 \u2014 Asset Protection also scores {calculation-6}\/9 (Not Built) and should be addressed alongside the primary constraint.<\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-59\" class=\"forminator-field-html forminator-col forminator-col-12  lw-warning-field\"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-59\"><label class=\"forminator-label\">Critical Gap \u2014 Stage 7<\/label><div class=\"lw-warning\"><strong>Critical gap:<\/strong> Stage 7 \u2014 Legacy also scores {calculation-7}\/9 (Not Built) and should be addressed alongside the primary constraint.<\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-60\" class=\"forminator-field-html forminator-col forminator-col-12 \"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-60\"><label class=\"forminator-label\">Planning Fields Heading<\/label><div class=\"lw-action-fields-head\"><h3>Planning Fields<\/h3><p>Assign one owner and one target date to the recommended action set.<\/p><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"text-3\" class=\"forminator-field-text forminator-col forminator-col-12 \"><div class=\"forminator-field\"><label for=\"forminator-field-text-3_6ab34b31578e2\" id=\"forminator-field-text-3_6ab34b31578e2-label\" class=\"forminator-label\">Action Owner<\/label><input type=\"text\" name=\"text-3\" value=\"\" placeholder=\"\" id=\"forminator-field-text-3_6ab34b31578e2\" class=\"forminator-input forminator-name--field\" data-required=\"\" \/><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"date-1\" class=\"forminator-field-date forminator-col forminator-col-12 \"><div class=\"forminator-field\"><label for=\"forminator-field-date-1-picker_6ab34b31578e2\" id=\"forminator-field-date-1-picker_6ab34b31578e2-label\" class=\"forminator-label\">Target Date<\/label><div class=\"forminator-input-with-icon\"><span class=\"forminator-icon-calendar\" aria-hidden=\"true\"><\/span><input autocomplete=\"off\" type=\"text\" size=\"1\" name=\"date-1\" value=\"\" placeholder=\"Select a date\" id=\"forminator-field-date-1-picker_6ab34b31578e2\" class=\"forminator-input forminator-datepicker\" data-required=\"\" data-format=\"mm\/dd\/yy\" data-restrict-type=\"\" data-restrict=\"\" data-start-year=\"1926\" data-end-year=\"2126\" data-past-dates=\"enable\" data-start-of-week=\"1\" data-start-date=\"\" data-end-date=\"\" data-start-field=\"\" data-end-field=\"\" data-start-offset=\"\" data-end-offset=\"\" data-disable-date=\"\" data-disable-range=\"\" \/><\/div><\/div><\/div><\/div><div class=\"forminator-row\"><div id=\"html-61\" class=\"forminator-field-html forminator-col forminator-col-12 \"><div class=\"forminator-field forminator-merge-tags\" data-field=\"html-61\"><label class=\"forminator-label\">Educational Note<\/label><p class=\"lw-note\">This assessment is educational and is not tax, legal, investment or insurance advice. Your result is a planning indicator, not a tax conclusion.<\/p><\/div><\/div><\/div><\/div><button class=\"forminator-button forminator-pagination-submit\" style=\"display: none;\" disabled>Save Assessment<\/button><\/div><input type=\"hidden\" name=\"referer_url\" value=\"\" \/><input type=\"hidden\" id=\"forminator_nonce\" name=\"forminator_nonce\" value=\"b4da6023f1\" \/><input type=\"hidden\" name=\"_wp_http_referer\" value=\"\/staging\/wp-json\/wp\/v2\/pages\/9781\" \/><input type=\"hidden\" name=\"form_id\" value=\"9779\"><input type=\"hidden\" name=\"page_id\" value=\"9781\"><input type=\"hidden\" name=\"form_type\" value=\"default\"><input type=\"hidden\" name=\"current_url\" value=\"https:\/\/landmarkcpagroup.com\/staging\/wealth-assessment\/\"><input type=\"hidden\" name=\"render_id\" value=\"0\"><input type=\"hidden\" name=\"action\" value=\"forminator_submit_form_custom-forms\"><label for=\"input_51\" class=\"forminator-hidden\" aria-hidden=\"true\">Please do not fill in this field. <input id=\"input_51\" type=\"text\" name=\"input_51\" value=\"\" autocomplete=\"off\"><\/label><\/form><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t            <\/div>\r\n        <\/div>\r\n        \t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>The Landmark Wealth Framework Assessment reviews seven connected areas of your financial system\u2014from 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 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-9781","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Landmark Wealth Assessment for Real Estate Investors - Landmark CPA Group LLC<\/title>\n<meta name=\"description\" content=\"Identify the lowest stage in your financial system that may belimiting your next tax, cash-flow or wealth decision.\" \/>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Landmark Wealth Assessment for Real Estate Investors - 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