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"/]

View of The Economy

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

Growing Assets

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

Cash Flow

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

Investments

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

Purpose

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

Taxes

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

Control

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.

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!