GENERATIONAL PLANNING SCORECARD
Creating & perpetuating wealth for GENERATIONS
The Results Are In!
Congratulations on completing your Generational Planning Mindset Scorecard!
Accumulation Vs Utilization
Goal: [urlparam param="goal_one_results"/]
Score: [urlparam param="score_one_results"/]
FeedBack
[urlparam param="ia_one_results"/]
View of The Economy
Goal: [urlparam param="goal_two_results"/]
Score: [urlparam param="score_two_results"/]
FeedBack
[urlparam param="ia_two_results"/]
Growing Assets
Goal: [urlparam param="goal_three_results"/]
Score: [urlparam param="score_three_results"/]
FeedBack
[urlparam param="ia_three_results"/]
Cash Flow
Goal: [urlparam param="goal_four_results"/]
Score: [urlparam param="score_four_results"/]
FeedBack
[urlparam param="ia_four_results"/]
Investments
Goal: [urlparam param="goal_five_results"/]
Score: [urlparam param="score_five_results"/]
FeedBack
[urlparam param="ia_five_results"/]
Purpose
Goal: [urlparam param="goal_six_results"/]
Score: [urlparam param="score_six_results"/]
FeedBack
[urlparam param="ia_six_results"/]
Taxes
Goal: [urlparam param="goal_seven_results"/]
Score: [urlparam param="score_seven_results"/]
FeedBack
[urlparam param="ia_seven_results"/]
Control
Goal: [urlparam param="goal_eight_results"/]
Score: [urlparam param="score_eight_results"/]
FeedBack
[urlparam param="ia_eight_results"/]
TOTAL
Goal: [urlparam param="total_goal"/]
Score: [urlparam param="total_score"/]
What does this mean? See below.
What Do Your Results Mean?
Now that the results are in, let’s learn what they mean. We will focus on the “GOAL” totals since this is where you WANT to be.
BEGIN YOUR GENERATIONAL PLANNING
If you scored “49” or higher on your scorecard then you have the mindset for creating a generational plan. Schedule Your Financial Future Assessment to get started!
