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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: Bigger 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 see your biggest growth and achievement as being in the past -- you are not excited about retirement.
1
2
3
4
5
6
You worry about making mistakes and the unpredictability of the world which causes you to limit your dreams.
4
5
6
7
8
9
You have accomplished most of the items on your bucket list. You are excited to accomplish more during your retirement.
7
8
9
10
11
12
You see that everything you've done in the past is just preparation for greater capabilities in retirement.
10
11
12
 

Mindset 2: Open-minded

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 not motivated by new ideas. "If it is not broken, don't fix it."
1
2
3
4
5
6
Your experience has been that hiring an expert may work, however it may not be worth the effort.
4
5
6
7
8
9
You would be willing to hear new ideas if they made sense. You are satisfied with advice received in the past.
7
8
9
10
11
12
You are eager and willing to hear new ideas and to act on them. Not afraid of change.
10
11
12
 

Mindset 3: Team Player

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 try to rely on other people as little as possible -- constantly expanding things that you can do for yourself.
1
2
3
4
5
6
You are frustrated that you don't have the knowledge, skill, and the method for financial decisions at or near retirement.
4
5
6
7
8
9
You have had good experiences with teamwork in the past and recognize its influence on your current situation.
7
8
9
10
11
12
You continually deepen, develop, and expand teamwork both in your personal and professional life.
10
11
12
 

Mindset 4: Willing to Change

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 goal now is to get through retirement without having to change anything. You are content.
1
2
3
4
5
6
You are not comfortable with change but if convinced it is in your best interest, and not too painful, you will move forward.
4
5
6
7
8
9
You believe change is necessary. Changes in thoughts, actions, behaviors are part of retirement.
7
8
9
10
11
12
You love being challenged to change your mindsets and behavior in response to a changing world.
10
11
12
 

Mindset 5: Want Based Thinking

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 make need based decisions. If faced with a purchase you will only buy if you need the item, it doesn't matter if you want it.
1
2
3
4
5
6
You make need based decisions. You are open minded to the wants of loved ones and can be persuaded to go along.
4
5
6
7
8
9
You will choose something you want and do not need if you are convinced that you can afford it.
7
8
9
10
11
12
When faced with a choice, you choose what you want, whether or not you need it. You believe that it is ok to want.
10
11
12
 

Mindset 6: Appreciative

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 find little value in other's advice and guidance. You often think they are in it for themselves. Your way has gotten you this far.
1
2
3
4
5
6
You are willing to listen to others. You are often irritated with their advice and seldom act on it.
4
5
6
7
8
9
You accept advice and guidance and at times you may refer someone who asks you for a referral.
7
8
9
10
11
12
You appreciate good advice and guidance from others. You enjoy referring family and friends to them.
10
11
12
 

Mindset 7: Financial Perception

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 find financial meetings overwhelming and confusing. Listening to / reading financial news is a turn off.
1
2
3
4
5
6
You worry that you don't know all of the financial complexities of retirement. You feel anxious when thinking about finances.
4
5
6
7
8
9
You are comfortable with your financial knowledge and accomplishments with regards to your retirement.
7
8
9
10
11
12
You have the commitment, capability and the confidence to expand your financial knowledge with regards to your specific future.
10
11
12
 

Mindset 8: Attention to Detail

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 want to know all the details before you will proceed. The more explanation the better.
1
2
3
4
5
6
You like detail. You need certain details to prevent making mistakes and avoid setbacks.
4
5
6
7
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9
You are comfortable with few details. You are satisfied if the idea makes sense.
7
8
9
10
11
12
You don't need to know the details to make a decision. You deal in the big picture. 30,000 foot view.
10
11
12