The Create Wealth Scorecard

Millions of business owners have amassed millions of dollars in riches throughout our history but far fewer ever felt wealthy and remained so throughout their lives in business.

Let's see if you're on track to Wealth for Life ...

Do you mostly SPEND what you earn?

Yes

Do you mostly SAVE what you earn?

Yes

Do you mostly INVEST what you earn?

Yes

Do you have a household income of more than $300,000 per year?

Yes

Do you have a household debt of more than $300,000 per year?

Yes

Do you have a household net worth of more than $300,000 per year?

Yes

Right now, do you have at least $1,000 in a separate account dedicated for emergencies?

Yes

If no income came in for 12 weeks, could you pay your bills with ease?

Yes

If something happened to you, are you 100% sure that your family would not have to worry about money in the future?

Yes

Do you have an up to date Will / Estate plan in place?

Yes

Are you 100% sure that your personal assets are protected in the event of legal action?

Yes

Are you 100% sure that you have adequate insurance in place to cover your household expenses in the case of sudden death, loss of income or capacity?

Yes

Do you make tax deductible contributions to super each year?

Yes

Are you confident that you are paying your fair share in tax, and not a cent more?

Yes

Do you utilise every legally available structure and strategy to limit the effect of tax on your investment returns?

Yes

Do you have a separate bank account (other than your main operating account) where you put money aside for goals, investing or tax?

Yes

If needed, could you and your partner scrape together $250 per month without major sacrifice to your lifestyle?

Yes

Do you currently invest 15% or more of your income for retirement?

Yes

Do you have a current household budget that you and your partner review and implement weekly?

Yes

Looking at the last month, could you easily account for how you spent every dollar you earned?

Yes

Looking at the last month, would you say you are ON TRACK to reach your financial goals?

Yes

Are you actively paying down personal & / or business debt?

Yes

Do you regularly eat out at nice restaurants or go on date nights?

Yes

Can you take 4 - 8 weeks holiday each year without your business, career or savings plans suffering?

Yes

If true wealth was measured by your body, weight and overall health, would you be considered rich right now?

Yes

If true wealth was measured by the quality of your friends, relationships and family, would you be considered rich right now?

Yes

If true wealth was measured by the joy you experienced in your job, career or businesses, would you be considered rich right now?

Yes

Do you have hobbies that you regularly participate in outside of work and family?

Yes

Do you get more than 6 hours of night sleep?

Yes

Do you typically work less than 40 hours per week?

Yes

Are you on track to be able to retire in the next 3 - 5 years if you choose to?

Yes

Do you have a wealth coach, personal CFO or financial advisor who is helping you build your wealth?

Yes

Would you enthusiastically rehire your current wealth coach, personal CFO or financial advisor?

Yes

If today was the last day of your life, would you be happy with the Legacy you're leaving behind?

Yes

Are you super clear on your life’s purpose?

Yes

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