RETIREMENT PLANNING SCORECARD
Building & using wealth for retirement
The Results Are In!
Congratulations on completing your Retirement Planning Mindset Scorecard!
Family Dynamics
Goal: [urlparam param="goal_one_results"/]
Score: [urlparam param="score_one_results"/]
FeedBack
[urlparam param="ia_one_results"/]
Communications
Goal: [urlparam param="goal_two_results"/]
Score: [urlparam param="score_two_results"/]
FeedBack
[urlparam param="ia_two_results"/]
Charity
Goal: [urlparam param="goal_three_results"/]
Score: [urlparam param="score_three_results"/]
FeedBack
[urlparam param="ia_three_results"/]
Open-Mindedness
Goal: [urlparam param="goal_four_results"/]
Score: [urlparam param="score_four_results"/]
FeedBack
[urlparam param="ia_four_results"/]
Life Insurance
Goal: [urlparam param="goal_five_results"/]
Score: [urlparam param="score_five_results"/]
FeedBack
[urlparam param="ia_five_results"/]
Handling Your Assets
Goal: [urlparam param="goal_six_results"/]
Score: [urlparam param="score_six_results"/]
FeedBack
[urlparam param="ia_six_results"/]
Financial Legacy
Goal: [urlparam param="goal_seven_results"/]
Score: [urlparam param="score_seven_results"/]
FeedBack
[urlparam param="ia_seven_results"/]
Your Focus
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 Retirement Planning
If you scored “49” or higher on your scorecard then it is time to take the next step and schedule a call with our team to get you closer to your retirmeent goals. Click Here To Begin!
