For families
Know where your family stands and what to tackle first.
Debt, savings, protection and retirement can compete for the same dollars. Use five questions and a simple household worksheet to identify your priorities.
Questions worth asking
Do any of these sound familiar?
- If income stopped, how long could we manage?
- If life happened to us, which commitments would still need funding?
- Is debt limiting what we can save?
- Are we preparing for education or another family goal?
- Where will retirement income come from?
Free Checklist
The Family Wealth Clarity Checklist
A four-page, fillable guide with five questions, a household snapshot and space to choose your first priorities. Complete it alone or with your partner. Skip children-related questions if they do not apply.
You will receive
- A clear checklist
- A monthly cash-flow snapshot
- Practical information to gather
- A page for your three priorities
No financial-health score and no automatic product recommendation.
The PDF has fields and checkboxes you fill in yourself. It does not calculate totals, and nothing you type into it is sent to Velmora.
Family Wealth Review
Turn your priorities into a practical next step.
In a Family Wealth Review, we discuss the concerns you identified, what is already in place, and the next action worth considering. Bring your worksheet if you wish.
Schedule My Family Wealth ReviewAlready have a plan? Understand what you have before deciding what to change. Request a Second Opinion
No. Use the questions that fit your household.
No. Mark estimates and leave unknowns for review.
No. The guide is free and you can use it on your own.