Perfect 10 - Geoff

Welcome!

Please fill out our Perfect 10 Update.

This will serve as a tool to reflect on your year and to help us plan for your future.

Can’t wait to go through this with you at our Review Meeting!

Perfect 10 Update – Geoff

Name

First

Last

Family Headlines – What are some good or impactful things that happened to/with your family this year?

Headline 1

Headline 2

Headline 3

3 Year Reflection – Three years from now, what would have to happen for you to feel happy or excited about your progress in working with us?

Goal 1

Goal 2

Goal 3

Dangers, Opportunities, and Strengths – What dangers, opportunities, and/or strengths do you think could help or hinder you from meeting your goals?

Danger, Opportunity, Strength 1

Danger, Opportunity, Strength 2

Danger, Opportunity, Strength 3

Danger, Opportunity, Strength 4

Gameboard

Protections – this includes property/casualty insurance, liability insurance, disability insurance, and life insurance

If you are off track or unsure, what needs to happen for you to feel on track?

Work Optional – where are you in your pursuit for work optional?

If you are off track or unsure, what needs to happen for you to get work optional faster?

Cash Flow – How well are you managing your family’s cash flow?

If you are off track or unsure, what needs to happen for you to feel on track? (If you are off track or unsure, what needs to happen for you to feel on track?)

Investment Positions – Is your investment portfolio where you want it to be?

If you are off track or unsure, what questions do you have?

Family Rocks – Rocks are a type of goal we use at Invst. Think about a bucket that you’re taking to the beach, trying to collect rocks. You wouldn’t put the sand and water in before the rocks. Rocks are things that you MUST get done. They should be specific, realistic goals.

First Priority Rock

First Priority Rock

Second Priority Rock

Second Priority Rock

Third Priority Rock

Third Priority Rock

If you are human, leave this field blank.