The Plan for Happy Scorecard
Adam Walkom
Founding Partner @ Permanent Wealth Partners | I help working professionals - Bankers, Lawyers, Consultants and Entrepreneurs - solve their own financial problems.
After writing Plan for Happy last year, I have been looking into other avenues to develop and spread the philosophy of the book and my work as a Financial Planner.
Through various avenues alongside the book, including a YouTube channel and blog, I now try to provide not only my readers and clients, but anyone seeking help to plan for their ideal future, access to the tools and techniques needed to achieve financial happiness.
Recently I have developed the new Plan for Happy scorecard as an initial step to find out how you are doing in your current situation. It is only once you understand where you are at NOW that you can then start to construct a financial plan that addresses the areas that need some attention and focuses on what is important to you for your future.?
I want to help you get you onto that dark green line (below) taking you to your ideal future and keep you from ending up on the ominous orange and red lines. The main factor in this - lack of decision making NOW. The cost of inaction is exponential, as the less you do to get yourself onto the dark green line now, the deeper you will find yourself on the orange and red down the line.
Simply by reading this article and completing The Plan for Happy scorecard, you are taking action to start moving up the ideal dark green path of success and future happiness.
How does the scorecard work?
This scorecard has been developed to quickly and painlessly produce a financial?score based on your responses.?You answer 22 short yes/no questions to understand on your current financial situation and approach to financial planning.
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In under 3 minutes the scorecard will?generate?results with a personalised action plan containing initial steps on how to get your finances moving towards the dark green line to success, working for you to achieve your ideal future.
No gimmicks, no number crunching, just some simple yes/no questions to set you off on your journey to financial success and the future you desire and deserve!?
To try The Plan for Happy scorecard and have your personalised results in your inbox within minutes, follow this link and answer the 22 short questions: The Plan For Happy Scorecard (scoreapp.com)
And if you have any queries or feedback on any of the questions or your results, please get in touch by scheduling a chat with me below. I would be happy to help.
Have a great rest of your week,
Adam Walkom
Founding Partner @ Permanent Wealth Partners | I help working professionals - Bankers, Lawyers, Consultants and Entrepreneurs - solve their own financial problems.
8 个月The Plan for Happy Scorecard: https://permanentwealth.scoreapp.com/