The Lifestyle Protector Scorecard™
Use The Lifestyle Protector Scorecard™ to help you clearly understand your current situation. Rate your reactions to each pair of phrases. Decide where you lie on the scale from 1 to 10. Add up your total from each column. We will help you understand the significance of your answers.
| 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 am not sure I will have enough money to achieve my goals. | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | I am confident I will have enough money to achieve my 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 step-by- step action plan to achieve my goals, both personal and financial. |
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10 | I have a step-by-step action plan to achieve my goals, both personal and financial. |
| My investments are scattered and disorganized. | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | My investment portfolio is integrated and organized. |
| I am not enjoying my life to the fullest. | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | I am enjoying my life to the fullest. |
| 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. |
| My financial advisors work in isolation from each other. | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | My financial advisors work as a team to help me achieve my vision. |
| I do not have a plan to use my wealth to preserve my legacy. | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | I have a plan to use my wealth to preserve my legacy. |
| 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 |
Confidential Questionnaire
- What are your greatest concerns? What do you like most about your current situation? Please describe your current situation in
- (a.) If you and I were meeting at the end of your life, what has to happen for you to feel you had achieved your life goals?
- (b) If you and I were meeting at the end of your life, what legacy do you want to leave for future generations?
- What significant financial progress have you already achieved?
- What do you enjoy about your life now?
- What steps have you already taken to preserve and enhance your family legacy?
- What roadblocks stand in your way to achieving your goals listed in question 2?
- What are the most important actions you must take to overcome the roadblocks listed in question 6?
- What actions do you need to take first?
THANK YOU FOR COMPLETING OUR QUESTIONNAIRE
* Securities offered through Triad Advisors, member FINRA/SIPC. Advisory Services offered through ACI Partners, LLC. ACI Partners, LLC is not affiliated with Triad Advisors.
