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.