Question 1. Have you discovered your True Purpose of Money, that which is more important than money itself?

Yes  No

Question 2. Are you invested in the Market?

Yes  No

Question 3. Do you know how markets work?

Yes  No

Question 4. Have you defined your investment Philosophy?

Yes  No

Question 5. Have you identified your personal risk tolerance?

Yes  No

Question 6. Do you know how to measure diversification in your portfolio?

Yes  No

Question 7. Do you consistently and predictably achieve market returns?

Yes  No

Question 8. Have you measured the total amount of commissions and costs in your portfolio?

Yes  No

Question 9. Do you know where you fall on the Markowitz Efficient Frontier?

Yes  No

Question 10. When it comes to building you investment portfolio, do you know exactly what you are doing and why?

Yes  No

Question 11. Are you working with a financial coach versus a financial planner?

Yes  No

Question 12. Do you have a customized lifelong game plan to guide all your investing and spending decisions?

Yes  No

Question 13. Do you have an investment policy statement?

Yes  No

Question 14. Have you devised a clear-cut method for measuring the success or failure of your portfolio?

Yes  No

Question 15. Do you fully understand the implications and applications of diversification in your portfolio?

Yes  No

Question 16. Do you have a system to measure portfolio volatility?

Yes  No

Question 17. Are you aware of all the illusions propagated by the brokerage and financial community to sell commission-based products?

Yes  No

Question 18. Do you know the three warning signs that you are gambling and speculating with your money versus prudently investing it?

Yes  No

Question 19. Can you identify the cultural messages and personal mindsets about money that destroy your peace of mind?

Yes  No

Question 20. Are you ready to shift your personal experience of money and investing from a scarcity mode to an abundance mode?

Yes  No