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You are here: Home / The 360° Stress Test

The 360° Stress Test

What is a 360° Stress Test?

Most families develop their Wealth Plan over a period of years working with a variety of professional advisors. Often there are many changes that take place as the planning process unfolds. Families grow, businesses evolve, advisors change, and laws change.  Sometimes these changes are incorporated into the plan and sometimes they are not.  In some cases, the advisors work as a well-coordinated team and in others, they work more independently.  

This raises the question. 

How will your plan actually work if and when it is triggered?
The only way to know is to perform a 360° Stress Test.

A 360° Stress Test will review your:

  • Wills
  • Trusts
  • Insurance
  • Asset titling
  • Business agreements
  • Investments 

The Stress Test report will show exactly how your current plan works and what will happen and to whom.  

Our 360° Stress Test report will highlight the:

  • Strengths
  • Weaknesses
  • Areas for improvement
  • Critical issues that must be addressed immediately

At that point, you will have three choices

  • Do nothing, your plan may be in good shape.
  • Address the issues with your current team.
  • Consider using our firm to optimize your plan.

Take our questionnaire to help you evaluate whether you need to have a 360° stress test performed and receive a free copy of our latest book!

Stress Test Questionnaire

Step 1 of 5 – Introduction

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  • Estate Planning

  • Business Succession and Exit Planning

  • Insurance Management

  • Investment Planning

Can Your Family Wealth Management Plan Pass the 360° Stress Test?

Take the 360° Stress Test and receive a free copy of our latest book, “Can Your Family Wealth Management Plan Pass the 360° Stress Test?” by Kevin Ellman, CFP and CEO and Paul D Miller, President of Wealth Preservation Solutions, LLC.

Have questions? We would be happy to discuss our 360° Stress Test process with you. Feel free to contact Kevin Ellman CFP at (201) 632-2022 or kellman@wpsllc.net.

The Wealth Preservation Solutions Team

  • About Us Overview
  • Dennis J. Amico
  • Kevin Ellman CFP®
  • Paul D. Miller
  • Robert W. Davis CFP®, RICP®
  • Dolores White
  • Susan J. Forman CFP®
  • Carrie Ware
  • Matthew Waldman, CLU®, ChFC®
  • Michael Csedrik

Articles & Videos On Investing

  • Finding A Financial Advisor – Part 1
  • Finding A Financial Advisor – Part 2
  • Exchange Traded Funds Part 1
  • Exchange Traded Funds Part 2
  • Exchange Traded Funds Part 3
  • Dollar Cost Averaging
  • Dividends Part 1
  • Dividends Part 2
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  • Estate and Business Succession Planning

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About Wealth Preservation Solutions

  • Services Overview
  • The 360° Stress Test
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    • About Wealth Preservation Solutions
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Wealth Preservation Solutions is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not offer tax or legal advice.

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