Mindset Scorecard

If it is “TGIF” that is a good thing. Let’s have a little fun here.

What is your current mindset, financially?

If that is a difficult question to answer right way – or even if not – check out a useful tool: “The Retirement Mindset Scorecard.” Even if retirement is not your primary concern today, the Scorecard is still relevant and helpful!

There are 8 categories to Financial Mindset, as we see it:Retirement Mindset Scorecard

  • VISION
  • PREPAREDNESS
  • AWARENESS
  • KNOWLEDGE
  • PROTECTIONS
  • SUPPORT STRUCTURE
  • HEALTH AND WELLNESS
  • GUIDANCE

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