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

yes

no

2 Are you aware of all the mental biases and blind spots you will likely face as an investor? *

yes

no

3 Are you invested in the market?

yes

no

4 Do you know the three warning signs that you may be speculating with your money versus prudently investing it? *

yes

no

5 Do you have an academic understanding of how markets work? *

yes

no

6 Have you defined your investment philosophy? *

yes

no

7 Do you consistently and predictably achieve market returns? *

yes

no

8 When it comes to building your investment portfolio, do you know exactly what you are doing and why at all times? *

yes

no

9 Do you have a system to academically measure portfolio volatility? *

yes

no

10 Do you have an academic method for measuring your risk tolerance and do you know what that number is? *

yes

no

11 Have you measured the quality and maturities of the fixed income in your portfolio? *

yes

no

12 Do you know where you fall on the Markowitz Efficient Frontier, or how far under it you are? *

yes

no

13 Are you working with a financial coach versus a financial planner? *

yes

no

14 Do you have an algorithm and proven process for rebalancing your portfolio? *

yes

no

15 Have you measured the total amount of commissions and costs in your portfolio? *

yes

no

16 Do you fully understand the implications and applications of diversification in your portfolio? *

yes

no

17 Do you have an Investment Policy Statement? *

yes

no

18 Have you devised a clear-cut method for measuring the success or failure of your portfolio? *

yes

no

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

yes

no

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? *

yes

no

Name *

First Name

Last Name

Phone

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