Accelerate your journey to your optimal outcome
Answer 9 questions, evaluate your strengths and weaknesses.
Consulting with the successful investors through the years we have found there are commonalities which are characteristics of high performing approaches to wealth management.
Many of these approaches are fundamental in clarifying vision, framing goals and pursuing an optimal outcome. These characteristics often integrate with each other to create an interconnected course of action.
In quantifying goals, prioritizing and executing deliberately the actions that support the specified goals, remarkable outcome precision can be pursued.
Clarity, process implementation and access to expertise are necessary elements in clarifying and pursuing vision and goals.
We have found there are essential drivers and processes that contribute to a productive outcome.
Why use a scorecard?
In order to quantify where you are it is useful to assess where your strengths and weaknesses may occur in your processes, strategies and perhaps with your current team of advisors.
This scorecard will assess how well you believe your current professionals understand you as a person, your goals personally and financially, and your vision for your future.
In each area you can score from 1-10.
- 1-3 essentially not being addressed or red.
- 4-7 in process but needs work or yellow.
- 8-10 you are on track to where you want to be or green.
The desired effect after completing this scorecard; the scoring will mathematically quantify areas of strengths and weaknesses in your approach toward your optimal financial outcome.
The question that is worth asking.
If all of your areas are either red or yellow, what would your situation look like if you were able to prioritize those deficient areas and improve until they were all green?
This tool helps you quantify your overall situation and highlight areas of strengths and weaknesses.
What should you do next?
Fill it out, it might take just a few minutes and we’ll send the evaluation back to you.
Upon return you will be able to determine your overall score, identify areas that are functioning well and others that may need improvement.
If you would like to discuss your report, schedule a call.
We can offer our perspective on your results.