Monday Morning Millionaire Scorecard Exercise

To help you assess your situation and clarify your goals as a do-it-yourself (DIY) investor, we invite you to do our Monday Morning Millionaire Scorecard Exercise!

 

1 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.
2 I do not have clear financial goals. 1 2 3 4 5 6 7 8 9 10 I have clear financial goals.
3 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.
4 My investments am not doing as well as the market. 1 2 3 4 5 6 7 8 9 10 My investments are growing with the market.
5 I do not feel I have control over my portfolio. 1 2 3 4 5 6 7 8 9 10 I am in control of my portfolio.
6 I am nervous about being DIY investor. 1 2 3 4 5 6 7 8 9 10 I am excited about being DIY investor.
7 I don’t know what questions to ask or how to best educate myself about the market. 1 2 3 4 5 6 7 8 9 10 I am well educated and know where to go find answers about the market.
8 I am worried about losing money as DIY investor. 1 2 3 4 5 6 7 8 9 10 I am confident that my portfolio will grow as DIY investor.
9 I don’t know where to go to guide me as a DIY investor. 1 2 3 4 5 6 7 8 9 10 I am open to a support group for DIY investors.
10 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 the future.
 

ADD COLUMN TOTALS

 

YOUR SCORE ________

If you score under 60, consider contacting us and schedule a free half-hour discussion to see whether our Level 2 Program might be suitable for you.

If anyone subscribes to our  Level 2  program thanks to a recommendation from you, you get a $100 Starbucks gift certificate.

 

 

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Dr. Milan Somborac

The Monday Morning Millionaire Program supports do-it-yourself (DIY) investors which I have been for over 50 years. About my team and me

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