Career Path Audit
This short assessment is what I use to help individuals take their careers to the next level.

After coaching dozens of financial professionals at varying levels of success and experience, I created this assessment as a way to quickly determine "gaps" that limit success.

How you want to address the gaps is totally up to you.

At the end of this, you'll be given the opportunity to book some time with me to discuss your results and the implications.

I look forward to chatting with you!

Dominique Henderson, CFP®
Email address *
Watch this video first!
First Name *
Your answer
Last Name *
Your answer
1. Are you currently working as a financial professional? *
If you answered "no" proceed to question #3.
2. If so, for which firm?
Your answer
3. Have you earned an advanced degree or designation? *
If you answered "no" proceed to question #5.
4. If so, which?
Enter each on a separate line.
Your answer
5. Have you earned or will you earn your CFP designation in the next 2 years? *
6. Do you have a desire to launch your own firm in the next 2 years? *
If you answered "no" proceed to question #8.
7. Why do you desire to launch your own firm?
Your answer
8. Are you interested in 1-on-1 coaching? *
9. Which best describes your current employment situation? *
10. I only accept 2-3 individuals into my personal coaching program per month, that being said, describe briefly how much time, effort and $$$ you are able to invest to achieve your goals? *
Your answer
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