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"/]

Communications

Goal: [urlparam param="goal_two_results"/]
Score: [urlparam param="score_two_results"/]

Charity

Goal: [urlparam param="goal_three_results"/]
Score: [urlparam param="score_three_results"/]

Open-Mindedness

Goal: [urlparam param="goal_four_results"/]
Score: [urlparam param="score_four_results"/]

Life Insurance

Goal: [urlparam param="goal_five_results"/]
Score: [urlparam param="score_five_results"/]

Handling Your Assets

Goal: [urlparam param="goal_six_results"/]
Score: [urlparam param="score_six_results"/]

Financial Legacy

Goal: [urlparam param="goal_seven_results"/]
Score: [urlparam param="score_seven_results"/]

Your Focus

Goal: [urlparam param="goal_eight_results"/]
Score: [urlparam param="score_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.

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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!