What is the COREviews report?

Module 5 — Lesson 2

In this lesson you’ll learn:

• What the COREviews report looks like

The result of the COREviews assessment is a report depicting a couple’s answers—displayed side-by-side—to 13 different questions about money and wealth.

This short assessment helps couples reflect on their views and beliefs around money so they can articulate those views with their partner and you. 

We begin with how they experienced money as a child, move on to questions about the couples’ current views on money, and conclude by exploring expectations around optimal inheritance.

The COREviews assessment enables you to help clients consider how to manage and transfer their wealth based on their views and beliefs.

You can use the COREviews report to effectively: 

• Follow-up on the onboarding process with deeper, meaningful discussions. 

• Build a foundation of knowledge about your clients, adding the human element to financial decisions. 

• Hear from both members of the couple, creating a relationship with each person individually—particularly a disengaged partner.

• Create opportunities to safeguard treasured possessions or meet philanthropic needs, both of which are addressed in the report. 

• Strategize the transfer of their wealth in ways that are meaningful to the clients.

• Identify misalignments that may impede their ability to grow or pass on wealth successfully