The Plan for Happy Scorecard

The Plan for Happy Scorecard

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.

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.

https://calendly.com/adamwalkom/15-min-introductory-call-plan-for-happy


Have a great rest of your week,

Adam Walkom

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/

回复

要查看或添加评论,请登录

Adam Walkom的更多文章

  • Plan for Happy now has a YouTube channel!

    Plan for Happy now has a YouTube channel!

    Check it out here : Plan For Happy - YouTube I will be releasing weekly videos to help you build a successful…

    1 条评论
  • Today I am excited to launch: The Plan for Happy Podcast.

    Today I am excited to launch: The Plan for Happy Podcast.

    As was the focus of my book, 'Plan for Happy', I want to help open up access to the tools and techniques of top…

    4 条评论
  • What track are you on?

    What track are you on?

    Having established needs and wants in the previous post was a great first step. This article takes that line of…

  • The fool-proof method of setting goals that you actually achieve

    The fool-proof method of setting goals that you actually achieve

    Why do we even bother setting goals? Simple answer: Because if we don’t, how the hell do we know where we’re headed?…

  • Introducing the Financial Blueprint

    Introducing the Financial Blueprint

    One of the key skills of a good financial planner is to simplify thoughts to the most basic concept, yet still achieve…

    6 条评论
  • Are you going to take charge of your life?

    Are you going to take charge of your life?

    One of the most powerful ways we can change is to set clear goals and then put a plan in place to get there. I know…

  • Why happiness should be the main focus of our finances

    Why happiness should be the main focus of our finances

    The previous newsletters focus on helping you think about and articulate your Happy Place. This is the sort of…

    2 条评论
  • The emotional context of money

    The emotional context of money

    What money means to me – my story If you want to have a no-obligation 15-minute conversation on your finances and how…

    2 条评论
  • You know who you are. Who do you want to be?

    You know who you are. Who do you want to be?

    Creating the goal in your mind and setting up a plan to get there. Imagine yourself 15, 20, 25, 30 years from now.

  • It all starts with a thought.

    It all starts with a thought.

    As a 21 year old, you really have no idea how life works. You definitely think you do, but then certain situations hit…

其他会员也浏览了