Future Ready

Your Information

When completing the scorecard, all fields must be filled in correctly. Once you've completed the scorecard, an email with your completed scorecard will be sent to you.

In order to begin, the following issues need to be addressed:

Mindset 1: Planning

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You avoid planning as you don't feel it will benefit you.
1
2
3
4
5
6
You know you will benefit from planning, but procrastinate taking action. When you do take action it is typically in response to an event.
4
5
6
7
8
9
You have gained confidence through planning achievements. You review your goals and make adjustments to ensure a clear realistic outcome.
7
8
9
10
11
12
Your commitment to planning is paramount. You consistently strive and plan for what is possible via short, intermediate and long term goals
10
11
12
 

Mindset 2: Accumulating Wealth

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You do not have a savings plan and spend beyond your means. You are in debt and live paycheck to paycheck.
1
2
3
4
5
6
You are inconsistent with your savings and do not follow a plan. Therefore you are not saving properly and achieving your savings goals.
4
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7
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9
You utilize proper savings tools for each of your goals and have a strong commitment to saving monthly and making necessary adjustments.
7
8
9
10
11
12
You have taken the necessary steps to achieve your future wealth goals. You are now in a position to give to your family and community
10
11
12
 

Mindset 3: Seeking Advice

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You have preconceived notions and are skeptical of other peoples' advice.
1
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5
6
You spend time researching on your own. You do not seek professional advice as you feel it is not necessary.
4
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9
You recognize that professionals can provide the depth and scope of understanding you need. Sometimes you may seek advice to make decisions.
7
8
9
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11
12
You place your trust in your professional relationships and consistently rely on them to give you guidance to make comprehensive decisions.
10
11
12
 

Mindset 4: Expecting the Unexpected

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You prefer things to be simple and predictable. You do not plan for unexpected events and when they occur you fail to take action.
1
2
3
4
5
6
You try to avoid unpredictable situations that cause stress. When these do occur you make impulsive decisions that negatively impact you.
4
5
6
7
8
9
Your experience tells you that not all outcomes are certain and you seek out advice from your professional network when challenges occur.
7
8
9
10
11
12
Your life is complex and consistently planning for unexpected events is the norm. Via your network you can make the best possible decisions.
10
11
12
 

Mindset 5: Building Relationships

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You are guarded and won't share private details about yourself as you see this as a sign of weakness.
1
2
3
4
5
6
You are reluctant to share personal details. You remain guarded, however; you will share the bare minimum if you see a benefit.
4
5
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7
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9
You share important details about your personal situation in order to create a connection with others.
7
8
9
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12
You place trust in others to create meaningful connections. You rely on these relationships for advice that aligns with your core values.
10
11
12
 

Mindset 6: Adopting New Ideas

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
Your fear of the unknown prevents you from moving out of your comfort zone and adopting new ideas which limits your capabilities.
1
2
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4
5
6
You cannot commit to implementing new ideas due to the unknown. You use missed opportunities and hindsight to influence future decisions.
4
5
6
7
8
9
You cautiously adopt new ideas in order to grow and use that experience for confidence and validation to make decisions in the future.
7
8
9
10
11
12
You understand that new ideas are the cornerstone of growth. You actively pursue activities that have the largest impact on your life.
10
11
12
 

Mindset 7: Securing Wealth

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You have limited capabilities and are only concerned about today. You do not take the necessary steps to secure your financial future.
1
2
3
4
5
6
You have the ability to plan for the near term and take the necessary steps to make these financial accomplishments.
4
5
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7
8
9
You have the ability to manage near and long-term planning. You proportionately allocate resources monthly towards each of these goals.
7
8
9
10
11
12
Your abilities go beyond planning for yourself. You want your financial resources to support loved ones and causes after your lifetime.
10
11
12
 

Mindset 8: Focusing on the Next Generation

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You provide zero guidance, insight or resources to those who are important to you.
1
2
3
4
5
6
You are uncertain about your future so you shy away from giving guidance. You only do so when asked.
4
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7
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9
You want those closest to you to have a better life. You provide guidance and advice based on what has been successful for you.
7
8
9
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You want to educate those closest to you and introduce them to the systems and relationships that have contributed to your success.
10
11
12