The Lifestyle Protector Scorecard™
Using The Lifestyle Protector Scorecard™ will help you better understand your current situation. Rate your reactions to each pair of phrases. Decide where you lie on the scale from 1-10. A trusted member of my staff will contact you (via email), explaining the significance of your answers.
Question 1 *
I DO NOT have a clear vision of my future.
I have a clear, well defined vision of my future.
Question 2 *
I am NOT sure I will have enough money to achieve my goals
I am confident I will have enough money to achieve my goals.
Question 3 *
I DO NOT have a strategy to achieve my personal and financial goals.
I have a strategy to achieve my personal and financial goals.
Question 4 *
I DO NOT have a step-by-step action plan to achieve my goals, both personal and financial.
I have a step-by-step action plan to achieve my goals, both personal and financial.
Question 5 *
My investments are scattered and disorganized.
My investment portfolio is integrated and organized.
Question 6 *
I am NOT enjoying my life to the fullest.
I am enjoying my life to the fullest.
Question 7 *
I DO NOT review my vision, plan, or progress on a regular basis.
I review my vision, plan and progress on a regular basis.
Question 8 *
My financial advisors work in isolation from each other.
My financial advisors work as a team to help me achieve my vision.
Question 9 *
I DO NOT have a plan to use my wealth to preserve my legacy.
I have a plan to use my wealth to preserve my legacy.
Question 10 *
I DO NOT have as much confidence in the future as I would like.
I have a strong sense of confidence about my future.
Email address: *
Submit
Never submit passwords through Google Forms.
This content is neither created nor endorsed by Google. Report Abuse - Terms of Service - Privacy Policy