Financial Excellence ScoreCard

Financial Excellence ScoreCard. See how you are doing in the critical financial domains of:

* Protection

* Assets

* Liabilities

* Cash Flow

* Estate Planning

The 9 page self-scoring system helps you assess your current situation as RED, YELLOW or GREEN. The goal is to get into the GREEN! Green is good, Yellow needs improvement and Red is a critical issue to be addressed.

I have become deeply concerned about the direction of our country and the economic impact on the average person. I am dedicated to helping people achieve financial security and develop their wealth model. This is a self assessment tool to measure how you are doing against benchmarks that I have established as the Essentials of Financial Excellence.

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