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The Confident Wealth Scorecard

Approximately 10 mins

Your Information

When filling in this scorecard, you'll be presented with a set of mindsets to read through. For each one, you'll rate where you currently are, and where you would like to be in the future. 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: Managing Risk

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
The company, your family, employees nor other stakeholders would be able to financially survive your death or disability.
1
2
3
4
5
6
You have coverage in the crucial areas, but are not sure if it's the right kind for your changing life or if you are paying too much.
4
5
6
7
8
9
You have purchased policies from a variety of providers over time and the last time you checked, you felt satisfied that you were protected.
7
8
9
10
11
12
At least annually, your professional financial advisory team updates you on how your plan meets your changing life, goals and objectives.
10
11
12
 

Mindset 2: Tax Efficiency

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, or with the help of a non-CPA friend, file your own taxes and are unsure if you are taking advantage of all tax savings available.
1
2
3
4
5
6
You are frustrated that you pay so much in taxes and feel that if you just had a better CPA, you wouldn't worry about missing deductions.
4
5
6
7
8
9
You work with one of the top credentialed CPA firms in town and are satisfied that they are giving you the best advice.
7
8
9
10
11
12
Your CPA teams with your other advisors to proactively minimize your tax bill, giving you confidence that no stone has been un-turned.
10
11
12
 

Mindset 3: Business Continuity and Estate 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 are too busy working "in" the business to work "on" it, with no written documents covering what to do if you aren't there to run it.
1
2
3
4
5
6
Your legal documents need updating since the business has grown, but you fear the unknown cost while the process would be exhausting.
4
5
6
7
8
9
Your success has allowed you the privilege of planning your legacy, giving you the satisfaction that you will be respected for your efforts.
7
8
9
10
11
12
Your evolving plan is reviewed and updated continually, and gives your family, partners and company the resources to continue expanding.
10
11
12
 

Mindset 4: Wealth Building

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 focus every dollar on your lifestyle and business and are "waiting until you have some money" before you invest.
1
2
3
4
5
6
You reinvest most of your money back into your business, planning to sell the company at a large value based on industry rules of thumb.
4
5
6
7
8
9
You've amassed a substantial portfolio outside of your business, and feel comfortable that it will provide you with a nice lifestyle.
7
8
9
10
11
12
You see abundant wealth as a tool for progress, innovation, generosity, and growth, always striving to make things better around you.
10
11
12
 

Mindset 5: Cash Management

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 juggle business and personal finances without a budget and your "salary" is whatever is left after all expenses have been paid.
1
2
3
4
5
6
You are frustrated that cash flow is inconsistent and you rely on personal and business lines of credit and credit cards to keep up.
4
5
6
7
8
9
You are a high earner, good saver and have little or no debt, giving you excess cash flow to build up for unknown future opportunities.
7
8
9
10
11
12
You hold monthly business and personal financial reviews, making timely decisions on how to best deploy cash for your growth vision.
10
11
12
 

Mindset 6: Sharing Your Success

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 consume all of your financial resources with minimal support of charities, employee benefits or funding kids' educations.
1
2
3
4
5
6
You worry that this unpredictable world may deal you a setback and are cautious about giving too much away to others that you might need.
4
5
6
7
8
9
Your annual budget includes money dedicated to funding education, causes you care about, and benefits for your most valued employees.
7
8
9
10
11
12
You use your unique financial resources, knowledge, capabilities and connections to help others expand and multiply their dreams.
10
11
12
 

Mindset 7: Overall Coordinated Plan and Vision

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 plan is in your head, if there is one at all, and your spouse doesn't know the plan since you are the "financial person" in the family.
1
2
3
4
5
6
You've covered the basics with life insurance, 401(k) plans, mutual funds, etc...but wish you had a road map to see where it's all heading.
4
5
6
7
8
9
You have accumulated substantial assets scattered among advisors who don't know the whole picture and who operate independently.
7
8
9
10
11
12
Your written plan and vision for your business and personal life has been shared with stakeholders and is reviewed often to adapt to changes
10
11
12
 

Mindset 8: Living a Balanced Life

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 work constantly and your mind is always on your business regardless of where you might happen to be physically.
1
2
3
4
5
6
The business is growing but your company, team and customers demand more and more of your time to keep the results coming.
4
5
6
7
8
9
You've built your business, team and cash flow where it allows you to be present for most family events, whether for fun or times of need.
7
8
9
10
11
12
Your self‐managing company allows you the freedom to participate in family, social, educational, and charitable activities without worry.
10
11
12