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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.
1.My planning experience helped me to clarify WHO matters most to me, and WHAT matters most to me.(Required.)
9 - Strongly Agree
8
7
6
5 - Neither Agree or Disagree
4
3
2
1 - Strongly Disagree
2.My planning experience helped me to clarify the underlying reasons WHY these relationships and other life factors are important.(Required.)
9 - Strongly Agree
8
7
6
5 - Neither Agree or Disagree
4
3
2
1 - Strongly Disagree
3.My written financial plan documents this clarity in the form of quantifiable goals.(Required.)
9 - Strongly Agree
8
7
6
5 - Neither Agree or Disagree
4
3
2
1- Strongly Disagree
4.My planning experience helped me clarify and document my core values.(Required.)
9 - Strongly Agree
8
7
6
5 - Neither Agree or Disagree
4
3
2
1 - Strongly Disagree
5.The decisions embedded in my financial plan reflect my core values.(Required.)
9 - Strongly Agree
8
7
6
5 - Neither Agree or Disagree
4
3
2
1 - Strongly Disagree
6.My planning experience expanded my perspective regarding my non-financial priorities.(Required.)
9 - Strongly Agree
8
7
6
5 - Neither Agree or Disagree
4
3
2
1 - Strongly Disagree
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.(Required.)
9 - Strongly Agree
8
7
6
5 - Neither Agree or Disagree
4
3
2
1 - Strongly Disagree
8.My planning experience increased my clarity about the issues that need to be resolved in all aspects of planning, not just investments.(Required.)
9 - Strongly Agree
8
7
6
5 - Neither Agree or Disagree
4
3
2
1 - Strongly Disagree
9.My planning experience culminated with a clear path for resolving these issues, and an understanding of who is accountable for each element.(Required.)
9 - Strongly Agree
8
7
6
5 - Neither Agree or Disagree
4
3
2
1 - Strongly Disagree
10.My advisors proactively guide my progress, beyond market performance.(Required.)
9 - Strongly Agree
8
7
6
5 - Neither Agree or Disagree
4
3
2
1 - Strongly Disagree
11.My financial plan honors my life journey including life experiences, wins and losses.(Required.)
9 - Strongly Agree
8
7
6
5 - Neither Agree or Disagree
4
3
2
1 - Strongly Disagree
12.My financial plan clearly articulates my aspirations for future impact within my family.(Required.)
9 - Strongly Agree
8
7
6
5 - Neither Agree or Disagree
4
3
2
1 - Strongly Disagree
13.My financial plan clearly articulates my aspirations for future impact outside of my family.(Required.)
9 - Strongly Agree
8
7
6
5 - Neither Agree or Disagree
4
3
2
1 - Strongly Disagree
14.I’m aware of the direct correlation between my specific priorities and the arrangement of my financial affairs.(Required.)
9 - Strongly Agree
8
7
6
5 - Neither Agree or Disagree
4
3
2
1 - Strongly Disagree
15.I’m aware of the direct correlation between my core values and the allocation of my investment portfolio.(Required.)
9 - Strongly Agree
8
7
6
5 - Neither Agree or Disagree
4
3
2
1 - Strongly Disagree
16.The financial planning process dramatically increased my clarity about my non-financial goals for my future.(Required.)
9 - Strongly Agree
8
7
6
5 - Neither Agree or Disagree
4
3
2
1 - Strongly Disagree
17.My increased clarity has sustained itself.(Required.)
9 - Strongly Agree
8
7
6
5 - Neither Agree or Disagree
4
3
2
1 - Strongly Disagree
18.When I have a question, I have the freedom to explore it with my advisors without feeling squeezed for time.(Required.)
9 - Strongly Agree
8
7
6
5 - Neither Agree or Disgree
4
3
2
1 - Strongly Disagree
19.I have people I can call anytime regarding any topic.(Required.)
9 - Strongly Agree
8
7
6
5 - Neither Agree or Disagree
4
3
2
1 - Strongly Disagree
20.My advisors put my best interest first, above any financial compensation they may derive from a recommendation.(Required.)
9 - Strongly Agree
8
7
6
5 - Neither Agree or Disagree
4
3
2
1 - Strongly Disagree
21.I have received full disclosure regarding the fees and expenses associated with my investment decisions, beyond annual asset management fees.(Required.)
9 - Strongly Agree
8
7
6
5 - Neither Agree or Disagree
4
3
2
1 - Strongly Disagree
22.The advice I receive comes through a filter of what’s important to me uniquely.(Required.)
9 - Strongly Agree
8
7
6
5 - Neither Agree or Disagree
4
3
2
1 - Strongly Disagree
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.(Required.)
9 - Strongly Agree
8
7
6
5 - Neither Agree or Disagree
4
3
2
1 - Strongly Disagree
24.When I compare my pre-planning perspective with my current perspective, middle of the night fears have decreased.(Required.)
9 -  Strongly Agree
8
7
6
5 - Neither Agree or Disagree
4
3
2
1 - Strongly Disagree
25.Contact Information:(Required.)
Current Progress,
0 of 25 answered