Independent Lifestyle Scorecard
More Information

To help you clearly understand your current situation, try The Independent Lifestyle Scorecard™

Rate your reaction to each pair of phrases, and click on that number. 

I do not have a clear vision for the future
1 2 3 4 5

I have a clear, well-defined vision for the future

I am worried about my ability to maintain my independence
1 2 3 4 5

I feel confident in my ability to maintain my independence

I do not have a strategy to gain the security and independence I need
1 2 3 4 5

I have a strategy to gain the security and independence I need

My legal documents, wills, and trusts are out of date and incomplete
1 2 3 4 5

My legal documents, wills, and trusts are up of date and complete

My assets and investments are disorganized
1 2 3 4 5

My assets and investments are organized

My investments and risk level are inappropriate to my needs
1 2 3 4 5

My investments and risk level are appropriate to my needs

I do not know where to look for help and I am overwhelmed with conflicting information

1 2 3 4 5

I know where to go for help and I have a trusted source of information and advice

My financial advisors are not looking out for my best interests
1 2 3 4 5

I have trusted advisors helping me to achieve my goals

I have not established a proper estate plan
1 2 3 4 5

I have a proper estate plan in place

I do not have as much confidence in the future as I would like
1 2 3 4 5

I have a strong sense of confidence about my future