The Smart Decision Scorecard

I do not have a clear vision of my future.

1

2

3

4

5

6

7

8

9

10

I have a clear, well-defined vision of my future.

I do not have clear financial goals.

1

2

3

4

5

6

7

8

9

10

I have clear financial goals.

I do not have a strategy to achieve my personal and financial goals.

1

2

3

4

5

6

7

8

9

10

I have a strategy to achieve my personal and financial goals.

I do not have a proper succession plan for my assets and business.

1

2

3

4

5

6

7

8

9

10

I have a clearly defined succession plan for my assets and business.

My investments are scattered and disorganized.

1

2

3

4

5

6

7

8

9

10

My investment portfolio is integrated and organized.

I have not reviewed all of the tools that could help me achieve my vision.

1

2

3

4

5

6

7

8

9

10

I have reviewed all of the tools that could help me achieve my vision.

I do not review my vision, plan or progress on a regular basis.

1

2

3

4

5

6

7

8

9

10

I review my vision, plan and progress on a regular basis.

I am unable to develop a long-term, trusting relationship with a financial advisor.

1

2

3

4

5

6

7

8

9

10

I have a long-term, trusting relationship with a financial advisor.

My quality of life is dependent on the success of my business.

1

2

3

4

5

6

7

8

9

10

My quality of life is independent of my business.

I do not have as much confidence in the future as I would like.

1

2

3

4

5

6

7

8

9

10

I have a strong sense of confidence about my future.

ADD COLUMN TOTALS

YOUR SCORE ________