Your 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 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: Transform

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

Your current situation is satisfactory.

You have made a number of changes but are not clear that these are in your best interest.

You have made changes in life yet you are still restrained by the status quo.

You are be able to propel yourself forward toward curiosity and discovery when creating new habits.

Mindset 2: Ambition

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 achieved your intention in life.

You are faced with possibilities yet you have reached a point of satisfaction.

Your goals are so long range that it is difficult to determine what steps are needed to take for you to get there.

Your assessment of goals that you will achieve are motivating and fascinating in designing your future.

Mindset 3: Integrated

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 enough experience "under your belt".

You've really focused on you and find it difficult to look beyond that.

You have accepted certain ways of looking at your life and you know there are other perspectives.

You examine your life through the eyes of behavioral, emotional and physical aspects.

Mindset 4: Collaborator

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

"The customer is always right"

Your role and capacity is limited

You are part of a team and the capacity to contribute is finite.

You are a team player in relation to family and work. You derive energy from working with others.

Mindset 5: Coach-able

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 looked at the consequences of your actions.

Your actions do not directly correlate with the impact that others have contributed to you.

You have heard ideas and perspective from others but you are satisfied with how you see things now.

You are open to hearing other's perspective, thoughts and opinions. (a gift to self)

Mindset 6: Advocate

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 been given value that you may or may not give any credence.

Your reception of value is realized and you have acknowledged it.

You will hold on to the value you receive and only talk about the benefits if asked

The value you received is recognized and passing this forward is a gift to another.

Mindset 7: Endurance

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

Receiving gratification as soon as possible is how you approach situations.

You decided that the only perspective is to do now what I know may create an impact.

You have understanding of the long term but the short term results will make the difference on how you go forward.

You know that most results that you receive will be achieved through persistence and longevity.

Mindset 8: Thoughtful

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

Your reflection is with self

Your thoughts and your thoughts alone are relevant despite what is presented by others.

Your thinking now appears relevant and you are reluctant to consider another perspective.

You remain open to thoughts and perspective of others and draw upon your thinking in making distinctions that are important to you.