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.