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The Peace of Mind Scorecard

To help you clearly understand your current situation use The Peace of Mind Scorecard™. Rate your reactions to each pair of phrases. One of our advisors will speak with you to understand the significance of your score.

Name

First

Last

Phone

Company

Job Title

Is this Peace of Mind Scorecard for Business or Personal?

Business

Personal

One of our advisors will contact you to help you understand the significance of your score.

1		We do not have clear goals of our future.				1	2	3	4	5	6	7	8	9	10	We have clear, well-defined goals for our future.
1		We do not have clear goals of our future.														We have clear, well-defined goals for our future.

2		We do not know what we really want in the future.				1	2	3	4	5	6	7	8	9	10	We know what we really want in the future.
2		We do not know what we really want in the future.														We know what we really want in the future.

3		We are not clear about why we want to achieve our goals.				1	2	3	4	5	6	7	8	9	10	We are clear about why we want to achieve our goals.
3		We are not clear about why we want to achieve our goals.														We are clear about why we want to achieve our goals.

4		We do not have a plan to achieve what we really want.				1	2	3	4	5	6	7	8	9	10	We have a plan to achieve what we really want.
4		We do not have a plan to achieve what we really want.														We have a plan to achieve what we really want.

5		We are not motivated to implement our plans for the future.				1	2	3	4	5	6	7	8	9	10	We are very motivated to achieve our plans for the future.
5		We are not motivated to implement our plans for the future.														We are very motivated to achieve our plans for the future.

6		We are not confident that we are pursuing the right financial strategies.				1	2	3	4	5	6	7	8	9	10	We are confident that we are pursuing the right financial strategies.
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7		We feel our financial affairs are disorganized and fragmented.				1	2	3	4	5	6	7	8	9	10	We feel our financial affairs are organized and integrated.
7																We feel our financial affairs are organized and integrated.

8		We are not confident that we have the right team of people helping us.				1	2	3	4	5	6	7	8	9	10	We are confident that we have the right team of people helping us.
8

9		We are concerned that important values of the family will be lost.				1	2	3	4	5	6	7	8	9	10	We are confident that the values of the family will continue.
9