Money Energy Opportunities Discovery

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Your NameAt the end, we will create a report for you, which name would you like on the top of your report?
First Name
Last Name
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Email* This field is required.We will create a report for you and send it via email. Provide the email address where we should send it.
example@example.com
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1. Positive Surplus Cashflow* This field is required.Are your earnings secure enough to pay for your immediate living needs and some of your wants?
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2. Margin of Safety* This field is required.Do you have cash representing 6 to 12 months of living expenses put away in a reserve fund?
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3. Secure Long-Term Earnings Stream* This field is required.Do you have any long-term guaranteed revenue streams from investments and contracts?
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4. Debt Management* This field is required.Do you have a debt management program in place such that your life could not be spun out of control by liabilities?
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5. Capital Pool* This field is required.Do you have the financial capacity to pay for your long-term needs beyond 12 months and achieve some of your long-term life time wants?
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6. Opportunities Fund* This field is required.Do you have funds set aside to make investments at short notice when opportunities arise?
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7. Retirement Fund* This field is required.Is your retirement planning on track to meet your goals and are you fully capitalizing on the opportunities to make contributions to your retirement fund?
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8. Diversification* This field is required.Do you have diversification of your asset classes and potential income streams such that a loss does not impact more than 10% of your overall wealth?
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9. Economic Disaster Planning* This field is required.Do you have a wealth creation strategy in place that will enable growth in the event of a market downturn or some kind of negative event?
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10. Known Future Windfalls* This field is required.Will you likely receive an inheritance or windfall in the next 10 years which will increase your overall financial freedom?
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11. Insurance Protection* This field is required.Have you protected your life against unexpected events to not have a major financial exposure?
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12. Long Term Financial Commitment Coverage* This field is required.Have you got a plan to meet longer term liabilities arising because of commitments you have made or that have been forced on you?
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13.Written Goals-Based Financial Plan* This field is required.Do you have a written financial plan (including a budget or spending plan) and a set of daily and weekly tactics to achieve your goals?
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Your Financial Flexibility Calculations
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14. Identity Clarity* This field is required.Are you ready to propel your life forward and accelerate your money energy by living up to your desired identity?
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15. Money Purpose Clarity* This field is required.Have you worked through how money is integrated into your life and where you wish the money to flow?
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16. College Education* This field is required.Have you completed a relevant college degree course that can enhance your career opportunities?
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17. Multiple Career Path Opportunities* This field is required.Do you have three or more ways you could earn immediate cashflow to pay your bills?
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18. Risk Tolerance Awareness* This field is required.Have you developed your own risk/reward framework for assessing risk in the context of who you are and your financial capacity?
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19. Financial Education* This field is required.Do you believe you have sufficient financial capability to understand the key decisions you may be required to make?
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20. Greed Management* This field is required.Have you determined how much is enough for you and to what extent you will push to make more?
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21. Continuous Life Learning* This field is required.Are you regularly taking advantage of education opportunities to be a continuous learner?
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22. Relationship Capital* This field is required.Have you established a wide variety of networks to bring in the right opportunities?
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23. Contributing Beyond Yourself* This field is required.Are you actively adopting a pay it forward strategy in some way?
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24. Personal Energy Management* This field is required.Have you developed and regularly followed personal energy management practices that build your personal clarity and reduce stress?
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25. Robust Health* This field is required.Are you focused on ensuring you are in a robust physical and mental state that will enable you to take advantage of work or business opportunities for longer?
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26. A “You” Centered Life Support Team* This field is required.Do you have a group of wise people including a financial advisor, working in your best interests providing feedback on your decision-making for happiness, success and health?
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The Power of Your Human Capital Calculations
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Overall Average Score
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Total Score
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