Prosperity Design Assessment/Business - With Report
  • Date
     - -
  • Format: (000) 000-0000.

  • Identify potential vulnerabilities that could impact your future.  Evaluate where you stand in crucial aspects of your life – from career and relationships to financial security.  Take a moment for self-discovery with our exclusive self-assessment tool.  Get ready to pave the way for a more intentional and fulfilling future!

  • I have a written plan to be as successful as I want to be in the following areas of my life.

    • I have a written plan to be as successful as I want to be in the following areas of my life. 
    • Self
    • Family
    • Business
    • Finances
    • Future
    • I am confident that a monthly review of my P&L is improving my margins.
    • I have a daily routine to take care of myself in the following areas. 

    • I have a daily routine to take care of myself in the following areas.

    • Physically
    • Mentally
    • Spiritually
    • I have additional streams of income in place to supplement my primary business income.
    • I own my business building and a cost segregation study been performed?
    • I am confident my retirement plans will provide me with the lifestyle I want when I retire.

    • My spouse and I are following a written plan for the following.

    • My spouse and I are following a written plan for the following. 
    • Being debt-free
    • Saving
    • Budgeting household expenses
    •  
  • My documented tax planning significantly reduces my taxes.
  • My life insurance policy benefits not only provides financial support upon my death but also serves as a sophisticated wealth-building tool throughout my lifetime.
  • I have no doubt my investments will provide me with the financial freedom to live the lifestyle I want after I retire.
  • I am certain that my social security benefits will not be required as part of my retirement plan.
  • I am confident that the documentation for deductions on prior years taxes does not put me in a vulnerable position.
  • I am confident my disability insurance and long-term care benefits will provide for me and my family so I avoid financial hardship.
  • I have never experienced stress, anxiety or burn-out since owning my business.
  • I know that my trust, will and entities are up to date and structured properly to protect my family from being drained financially?
  • My planned giving not only provides charitable benefits to others but also maximizes tax advantages for myself.
  • I know that my workplace 401k provides the benefits my employees want and need at the most competitive cost to the business.
  • I am confident that I have a well defined blueprint for my life that will provide the levels of prosperity that I desire for myself, my family, my business, my finances and my future.

  • Thank you for taking the Prosperity Assessment. You have taken the important first step to design the prosperity you want in every aspect of your life, focusing on your personal well-being, family relationships, personal/practice finances, and your future.

    Our team will send you a complimentary Prosperity Assessment Overview based on your responses.  You will receive an email with next step options.

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