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.

RS Asset Management Financial Survey Results
  • Client-Centered Discovery

    How well do your current professionals, such as accountants and financial advisors, truly understand you as a person, and not just your financial situation?

    My professionals hardly know me.
    My professionals have a deep understanding of me, my loved ones and what's most important to us.
    1 2345678910
  • Please enter a number from 1 to 10.
  • Coherent, Connected Communication

    How well do your current professionals communicate with you on proposed solutions?

    I am often confused when talking with my professionals
    I always understand how a solution could benefit me and my loved ones
    1 2345678910
  • Please enter a number from 1 to 10.
  • Deep, Intimate Relationships

    What kind of personal relationships do you have with your professionals?

    My relationships are strictly professional
    My relationships are personal and trusting, yet always highly professional
    1 2345678910
  • Please enter a number from 1 to 10.
  • Robust Contacts

    How often do your professionals work with the top specialists in fields beyond their own expertise to deliver you the best available solutions?

    My professionals do not seem to offer any particular special expertise or solutions
    My professionals consistently offer a range of state of the art solutions and approaches to address my needs
    1 2345678910
  • Please enter a number from 1 to 10.
  • Preferential Arrangements

    How often do your professionals help you "jump the line" when it comes to getting the solutions you need?

    I never get any special treatment
    I always have help and special attention in accessing any service I need
    1 2345678910
  • Please enter a number from 1 to 10.
  • Dynamic Capabilities

    Do your professionals provide or have access to the deepest experience and dynamic approaches available?

    My professionals always work by themselves
    My professionals have extensive networks of other professional advisors in a wide range of areas, both financial and non-financial
    1 2345678910
  • Please enter a number from 1 to 10.
  • Address Failures

    Do your professionals use a systematic process to catch and correct any failures and to monitor your situation on an ongoing basis to help ensure that your financial and related situations are being effectively managed?

    My professionals do not seem to use a systematic process
    My professionals always use a systematic process that I understand and that effectively addresses my needs
    1 2345678910
  • Please enter a number from 1 to 10.
  • Identify Opportunities

    Do your professionals frequently employ "What if?" thinking when identifying opportunities and determining the best course forward for you?

    My professionals never seem to consider more than one option
    My professionals always look at a range of potential solutions and how they might impact eventual outcomes
    1 2345678910
  • Please enter a number from 1 to 10.
  • Continuously improve

    Do your professionals evaluate your strategies to determine whether you're on the right course or whether an alternative would be more appropriate or effective?

    My professionals have never evaluated one strategy or another to determine whether it's the best option for me
    My professionals systematically evaluate strategies to determine whether they will help me pursue my goals in an effective and cost-efficient manner
    1 2345678910
  • Please enter a number from 1 to 10.