Savino & Associates
The Storehouse Test

Seven Questions. About Ninety Seconds.

Answer a question about each of the seven pillars. Your answers will help identify areas of your plan to review.

  • With JavaScript enabled, your answers stay in your browser
  • No account values, no account numbers, no names
  • Choose the answer that best reflects your situation today

Pillar 1 · Stewardship Is there a written statement of what this money is for, and who decides about it if you no longer can?
Pillar 2 · Protected Income If the market fell thirty percent next year, do you know which of your income would keep arriving and which would not?
Pillar 3 · Protection & Long-Term Care If one of you needed several years of care, do you know what it would cost and where the money would come from?
Pillar 4 · Tax Efficiency Do you know roughly what your tax bill looks like ten years from now, not just this April?
Pillar 5 · Values-Anchored Investing Is there a written rule for how the money is invested, and for what is excluded?
Pillar 6 · Legacy When did you last check the named beneficiary on every account you hold?
Pillar 7 · Generosity Could you keep giving at your current level through a bad decade?