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Our industry has convinced consumers that planning is about the numbers-first-and-mostly, “when do you want to retire and how much do you need?” It’s all about benchmarking and beating the markets.

This push for performance alone creates blinders that actually increase the confusion people feel when managing their financial affairs. The conversations are so hollow, it’s tough to get grounded about what’s right for you personally.

We believe that for a planning process to truly serve you, it must help you define and pursue your dreams for your future. To achieve this, everyone involved in your planning must know and understand who you are as an individual, husband, wife, parent, business owner, artist, community leader or philanthropist. Only then can you have a relevant discussion about the strategies that can align your planning with your passions.

This questionnaire is designed to help you benchmark your planning experience, not just your investment experience. By increasing your awareness about your experience, you can increase your discernment about what else is out there.

The Experience IndexTM uses a 9 point scale with 9 representing the strongest level of agreement with the statement presented. Correspondingly, 1 represents the strongest level of disagreement.

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* 1. My planning experience helped me to clarify WHO matters most to me, and WHAT matters most to me.

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* 2. My planning experience helped me to clarify the underlying reasons WHY these relationships and other life factors are important.

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* 3. My written financial plan documents this clarity in the form of quantifiable goals.

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* 4. My planning experience helped me clarify and document my core values.

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* 5. The decisions embedded in my financial plan reflect my core values.

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* 6. My planning experience expanded my perspective regarding my non-financial priorities.

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* 7. My husband/wife and I have discussed what’s important to each of us and we’re aware of the areas in which our priorities differ.

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* 8. My planning experience increased my clarity about the issues that need to be resolved in all aspects of planning, not just investments.

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* 9. My planning experience culminated with a clear path for resolving these issues, and an understanding of who is accountable for each element.

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* 10. My advisors proactively guide my progress, beyond market performance.

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* 11. My financial plan honors my life journey including life experiences, wins and losses.

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* 12. My financial plan clearly articulates my aspirations for future impact within my family.

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* 13. My financial plan clearly articulates my aspirations for future impact outside of my family.

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* 14. I’m aware of the direct correlation between my specific priorities and the arrangement of my financial affairs.

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* 15. I’m aware of the direct correlation between my core values and the allocation of my investment portfolio.

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* 16. The financial planning process dramatically increased my clarity about my non-financial goals for my future.

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* 17. My increased clarity has sustained itself.

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* 18. When I have a question, I have the freedom to explore it with my advisors without feeling squeezed for time.

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* 19. I have people I can call anytime regarding any topic.

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* 20. My advisors put my best interest first, above any financial compensation they may derive from a recommendation.

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* 21. I have received full disclosure regarding the fees and expenses associated with my investment decisions, beyond annual asset management fees.

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* 22. The advice I receive comes through a filter of what’s important to me uniquely.

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* 23. If you asked my advisors to articulate my top three to five obstacles, their list would be the same as my list, and the order of priority for addressing them would be mutually clear.

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* 24. When I compare my pre-planning perspective with my current perspective, middle of the night fears have decreased.

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* 25. Contact Information:

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* 26. What is your highest priority right now?

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