301-990-4395



Lifestyle Protector Questionnaire And Scorecard

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. 

 

1

 

 

2

 

 

3

 

 

4

 

 

5

 

 

6

 

 

7

 

 

8

 

 

9

 

 

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.

 


2099 Gaither Road Suite 110 Rockville, MD 20850 info@obsidianplanning.com 301-990-4395




2099 Gaither Road Suite 110
Rockville, MD 20850
info@obsidianplanning.com

301-990-4395