Answer a few questions and we'll surface personalized insights from the Waypoint West Foundations Program and show you exactly where your attention belongs.
3 minutes. No obligations. Educational purposes only.
Let's start with the basics.
This helps us tailor your results to your life stage and family situation.
This affects how documents like trusts and powers of attorney should be structured.
Single
Married
Domestic partnership / Cohabiting
Divorced / Separated
Widowed
Prefer not to say
Guardianship designations and trust structures depend on this.
No dependents
Minor children
Adult children
Other dependents
Multiple of the above
Where does your wealth live?
Rough estimates are fine. This helps us understand your planning complexity, not your exact numbers.
Under $250k
$250k - $500k
$500k - $1M
$1M - $3M
$3M - $10M
$10M+
Salary / W-2 income
Equity compensation / RSUs
Business ownership
Real estate
Investment portfolio
Inheritance or trust assets
Crypto / digital assets
Self-employment / consulting
Other
Do you have estate planning documents in place?
If you are unsure, select "I think so" - it is more common than you would expect.
Yes - fully in place
Partially - some docs exist
I think so but not sure
No - nothing in place yet
Not sure? Your attorney or the institution holding the documents would have copies.
Will or Pour-Over Will
Revocable Living Trust
Healthcare Directive / Living Will
HIPAA Authorization
Durable Power of Attorney
Advanced trust (GRAT, SLAT, ILIT)
Within last 2 years
2 to 5 years ago
More than 5 years ago
Never reviewed
Not sure
What protection do you have in place?
Insurance is the silent pillar of a strong financial foundation and one of the most overlooked gaps for rising-gen clients.
Employer-provided policies typically are not enough on their own and do not follow you if you leave.
Term life (personal policy)
Permanent life (whole or universal)
Employer-provided life insurance only
No life insurance
Not sure what I have
Disability / income protection
Umbrella liability
Long-term care insurance
Key person or buy-sell insurance
None of the above
Not sure
Has anything changed in the last 2 to 3 years?
Major life events often create planning gaps without anyone realizing. Select all that apply.
Got married or entered a domestic partnership
Had or adopted a child
Went through a divorce or separation
Significant increase in net worth
Business exit, liquidity event, or IPO
Received an inheritance
Purchased or sold real estate
Moved to a new state
Lost a spouse or close family member
Nothing significant has changed
Your Wealth Waypoint
Powered by the Waypoint West Foundations Program. For educational purposes only. Not investment, legal, or tax advice.
Foundations Health Grade
Did you know?
Your protection snapshot
What the Foundations Program sets up
Waypoint West - Foundations Program
Get your foundation in place - start to finish.
One session with Haley or Brooks to understand your needs, then we handle the rest: attorneys, insurance specialists, notary, retitling. You leave confident, informed, and organized.
Your personalized waypoints
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We help visionaries and families align wealth with their purpose. Waypoint West is a firm created for the rising generation and modern client.
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Copyright Waypoint West 2026. All rights reserved.
Waypoint West is a Registered Investment Advisor licensed in California and Ohio. This tool is for educational and informational purposes only and does not constitute investment, legal, or tax advice. Waypoint West does not draft legal documents or provide legal or tax advice. All estate planning documents are prepared by independent attorneys engaged directly by the client. Insurance policies are issued by third-party insurance carriers. Waypoint West's role is limited to coordination and guidance. Investments involve risk and unless otherwise stated, are not guaranteed. Past performance is not indicative of future performance.