Advisor Right Fit

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 can be sent to you.

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

First name

Last name

Email Address

Phone

Let's get started

Mindset 1: MONEY & VALUES

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

Money is your primary measure of success. Your Values (human, intellectual and social "wealth") have lower importance.

Money and Values are equally important.

Your Values are more important than Money. You are committed to achieving your important life goals, consistent with your Values.

Your Values are the most important. Living a life consistent with your Values is imperative. Your life reflects your Values.

Mindset 2: TRUST

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

You generally are suspicious of Investment Advisors, and often second guess their integrity, motives and intentions.

You may trust one or more Investment Advisor(s) but require initial and continuous "proof" that you can trust them.

You will trust an Advisor with some of your money, but not all of it. You believe you should have multiple sources of advice.

You have faith in people and are capable of relying on a qualified Advisor; empowering them to help you.

Mindset 3: FINANCIAL DELEGATION

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

You have trouble giving up control. Nobody will care as much about your money and success as you do. You can do it better.

You will delegate some things, but not "the important stuff". You will hire someone to cut your lawn, but not to manage your money.

You look for an Advisor(s) you can "collaborate" with and "bounce ideas off of", vs. one in which you seek advice and always follow.

You know there are things you are not good at and/or don't have the time/inclination to do. Prefer to delegate those things to an Advisor.

Mindset 4: PRICE & VALUE

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

You are very price conscious. Why pay someone else for financial advice, when you can invest much cheaper at Vanguard.

You are willing to pay for advice, but see advisory and professional services as a commodity, and find yourself often negotiating for price.

You will pay a "fair" price based on industry standards, but wouldn't pay a premium for an exceptional service.

You will pay a premium for a valuable service. You feel fortunate for the privilege of working with experts to better your experience.

Mindset 5: PRAGMATISM

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

You have difficulty coping when things don't work out the way you planned. Investment volatility and risk make you upset and afraid.

In investing, you tend to focus on your bad experiences, and lament the losses sustained in the last bear market.

You understand the world is imperfect. Risks, challenges, and difficulties are part of life. You take a long term view of investing.

You welcome the challenges presented by problems. These are the material for improvements & create the opportunities for investing success.

Mindset 6: VALUE OF EXPERTS

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

You are skeptical of the value of experience and learning on the part of experts. You often second guess the wisdom of "experts".

You may listen to experts, but you frequently "do your own research", so you can "weigh in" on the advice given.

You appreciate the opportunity to access the wisdom of others with greater expertise. You implement professional advice without hesitation.

You welcome the challenges presented by problems. These are the material for improvements & create the opportunities for investing success.

Mindset 7: OPENNESS & SHARING

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

You are private and guarded about sharing resources and relationships with others.

You share with others sparingly, and only when asked.

You sometimes introduce friends/family to great relationships and resources, but only when you are certain they need help.

You enthusiastically share resources/relationships with everyone you know, and do so regularly. You love making connections to your peers.

Mindset 8: VALUE OF 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

Performance is more important than personal relationships . If your Advisor doesn't perform, you will "put their feet to the fire".

You do not necessarily care about having a personal connection with your Advisor. Performance is what matters.

The integrity, character and the strength of your relationship with your Advisor is as important as current performance.

Personal relationships are most important. While good performance is important, the relationship is what matters most.