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Rate Your Financial Readiness

The Lifetime Success Scorecard™

To help you clearly understand your current situation, take The Lifetime Success Scorecard™. Decide where you lie on the scale from 1 to 10. Click "Tally" and your score will be totaled.

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1. We don't have a clear vision of our future. We have a clear, well defined vision of our future.
2. We don't have clear financial goals. We have clear financial goals.
3. We don't have a strategy to achieve our personal and financial goals. We have a strategy to achieve our personal and financial goals.
4. We do not know all the tax strategies available to us. We are using tax strategies effectively to maximize our wealth.
5. Our investments are scattered and disorganized. Our investment portfolio is integrated and organized.
6. We do not know all the investment options and planning strategies available to us. We have implemented the best investment strategies to reach our goals.
7. We do not review our vision, plan or progress on a regular basis. We review our vision, plan or progress on a regular basis.
8. Our financial advisors work in isolation from each other. Our financial advisors work as a team to help us achieve our vision.
9. We do not have the proper tax and financial plans in place to pass on our wealth. We have the proper tax and financial plans in place to pass on our wealth.
10. We do not have as much confidence in the future as we would like. We have a strong sense of confidence about our future.