The Storehouse Test

Seven questions.
About ninety seconds.

One question against each of the seven pillars. At the end you get a reading of which parts of your plan are carrying weight and which are not, and the order worth working in.

  • Nothing is sent anywhere unless you ask for it at the end
  • No account values, no account numbers, no names
  • Answer honestly. A flattering result is worth nothing

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?