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9950 westpark Dr, Ste 504, Houston, TX 77063 | (832) 320-1207

1. Have you discovered your True Purpose for Money, that which is more important than money itself?
YesNo

2. Are you invested in the Market?
YesNo

3. Do you know how markets work?
YesNo

4. Have you defined your Investment Philosophy?
YesNo

5. Have you identified your personal risk tolerance?
YesNo

6. Do you know how to measure diversification in your portfolio?
YesNo

7. Do you consistently and predictably achieve market returns?
YesNo

8. Have you measured the total amount of commissions and costs in your portfolio?
YesNo

9. Do you know where you fall on the Markowitz Efficient Frontier?
YesNo

10. When it comes to building your investment portfolio, do you know exactly what you are doing and why?
YesNo

11. Are you working with a financial coach versus a financial planner?
YesNo

12. Do you have a customized lifelong game plan to guide all of your investing and spending decisions?
YesNo

13. Do you have an Investment Policy Statement?
YesNo

14. Have you devised a clear-cut method for measuring the success or failure of your portfolio?
YesNo

15. Do you fully understand the implications and applications of diversification in your portfolio?
YesNo

16. Do you have a system to measure portfolio volatility?
YesNo

17. Are you aware of the costs associated with purchasing commission-based products?
YesNo

18. Do you know the three warning signs that you may be speculating with your money versus prudently investing it?
YesNo

19. Can you identify the cultural messages and personal mind-sets about money that destroy your investing peace of mind?
YesNo

20. Are you ready to shift your personal experience of money and investing from a scarcity mode to an abundance mode – where you can live your life rather than obsess about your assets?
YesNo

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