Retirement Scorecard

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: Brighter Future

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 don't like change. Retirement crept up on you and you find yourself lost and have days where you don't know what to do.
1
2
3
4
5
6
You are adjusting to retirement but you have worked all your life and find the transition difficult. Can't see passed the honey do list.
4
5
6
7
8
9
starting to like retirement, have accomplished a few things on the bucket list, honey do list is taken care of, scheduled some events.
7
8
9
10
11
12
You are enjoying retirement and everything it has to offer... traveling, seeing new places, meeting new people, time w/ family and friends.
10
11
12
 

Mindset 2: Preparedness

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
Didn't save enough for retirement, fear of running out of money, working part time for extra cash flow.
1
2
3
4
5
6
cutting back expenses for a more comfortable retirement, downsizing home, going to one car, less eating out, some financial loose ends.
4
5
6
7
8
9
Saved enough for current life style, think all bases are covered but not sure, major crisis or expense could derail retirement.
7
8
9
10
11
12
Saved plenty of money for retirement, fortunately able to enjoy and enrich the lives others, implemented all aspects of plan.
10
11
12
 

Mindset 3: Advisor Orientation

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 don't use advisors. You research everything on your own. You do your own taxes, call your own shots, rely on internet for information.
1
2
3
4
5
6
You have one or two advisors in different fields but they take direction from you. You spend time trying to become an expert.
4
5
6
7
8
9
You have all the necessary advisors but they lack coordination. Everyone operates in silos and you have to play quarterback.
7
8
9
10
11
12
You prefer to work with experts who have a proven trac record in their field. Everyone communicates with each other & works on your behalf.
10
11
12
 

Mindset 4: Appreciate Process and Team Approach

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 reluctant to share personal information with others. You gather information but try to put the pieces together yourself.
1
2
3
4
5
6
You are willing to share some information but afraid to share everything. Want quick solutions to answers without an in depth plan.
4
5
6
7
8
9
You understand a successful retirement requires a structured process and a quality team but you haven't found one yet.
7
8
9
10
11
12
You appreciate a disciplined and structured process that is easy to follow, delivers results, reduces stress so you can enjoy retirement.
10
11
12
 

Mindset 5: Risk Profile

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 risk averse and will be putting all your money under the mattress. You don't care about staying ahead of inflation.
1
2
3
4
5
6
You are safety conscience and invest in all guaranteed accounts even if they pay little to no interest.
4
5
6
7
8
9
You are willing to accept some risk in a portfolio but you are not familiar with all the options available from an independent advisor .
7
8
9
10
11
12
You value a well diversified portfolio compiled of different strategies to help preserve capital and provide income during retirement.
10
11
12
 

Mindset 6: Lifestyle

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
focused on working all your life and didn't develop much of a social life, eat at home a lot, don't travel much.
1
2
3
4
5
6
Have a good quantity of friends but not great quality, need to work on friendships and getting out more. Looking to join clubs of interest.
4
5
6
7
8
9
Resurrected some old friendships, traveling but still have a lot more places to see, entertain family and friends but still a few voids.
7
8
9
10
11
12
You spend a lot of time with family and quality friendships, active in the community, doing everything wanted in retirement.
10
11
12
 

Mindset 7: Health and Fitness

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 don't exercise regularly. You're tired, not willing to change old habits, feel it's too late to make a difference. Sedentary, some pain.
1
2
3
4
5
6
Walk occasionally, no set routine, don't watch what you eat, tried different programs in the past but not much success, restless sleep.
4
5
6
7
8
9
Exercise a few times per week but sometimes things get in the way, try to eat healthy but doesn't always work, motivated by others not self
7
8
9
10
11
12
You exercise 3-4 x/week and eat healthy. Self motivated. You have energy, sleep well and understand your health is also your wealth.
10
11
12
 

Mindset 8: Gratitude

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 always draw the short stick, life isn't fair. Everyone else is luckier than you.
1
2
3
4
5
6
Feel you get a lucky break every once in a while. Your success is because you worked harder than everyone else and you deserve it.
4
5
6
7
8
9
You appreciate where you are, unwilling to thank people that helped get you there and express your gratitude to family & friends.
7
8
9
10
11
12
You are very grateful for family, friends and everyone in your life. You want to give back to others; make the world a better place.
10
11
12