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Circle Y (for Yes) or N (for No) for each of these 25 questions.
Y N 1. I have at least a year's living expenses in the bank or money market fund. Y N 2. I look forward to getting up virtually every morning. Y N 3. I don't spend time with anyone who bugs me or who is using me. Y N 4. I am both pleased and content with my spouse/partner, or happy being single. Y N 5. I take at least 4 vacations a year. Y N 6. I could die this afternoon with no regrets. Y N 7. Life is easy; I have virtually no problems or unresolved matters affecting me. Y N 8. I spend my leisure time totally enjoying my interests; I am never bored. Y N 9. I am on a financial independence track or am already there. Y N 10. I have a circle of friends who I have a blast with, without effort. Y N 11. My work/career is both fulfilling and nourishing to me; I am not drained. Y N 12. I love my home: Its location, style, furnishings, light, feeling and decor. Y N 13. I tolerate very, very little; I'm just not willing to. Y N 14. I am living my life, not the life that someone else designed for me or expected of me. Y N 15. I don't see a cloud on my future's horizon; it looks clear to me. Y N 16. I don't have to work at financial success; it seems to find me with very little effort or pushing. Y N 17. My wants have been satiated; there is little I want. Y N 18. My personal needs have been satisfied; I am not driven or motivated by unmet needs. Y N 19. Weekends (or other days off) are a joy for me. Y N 20. I have more than enough energy and vitality to get me through the day; I don't start dragging. Y N 21. I have designed the perfect way to spend the last hour of my day. Y N 22. I am able to stay present during the day; I don't lose myself to stress, adrenaline, caffeine or other drugs. Y N 23. There is nothing that I am not facing head-on; nothing that I am putting up dealing with. Y N 24. I have designed -- and am living -- the perfect lifestyle for me right now. Y N 25. I have no financial stress of any kind in my life.
Number of Y's ______
21-25 Awesome. Congratulations for such a high score and for living such a great life.
16-20 You're doing well. 16-20 is a very good score.
11-15 You're doing okay. You're about half-way there. Consider hiring a coach to move your life (and your score) forward.
0-10 Yes, there is work to do. It takes time and desire to raise the quality of your life.
Use this test as a blueprint. A great coach will help!
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© 2017 Elevating Your Business. Maria Marsala specializes in guiding independent financial professionals; accountants, CPAs, advisors, brokers, RRs, and RIAs, to increase their P.E.P - profitability, efficiency and productivity. For 20 years on Wall Street, she helped retail financial professionals sell more and secure loyal clients. Have you tried to acquire more clients and found that your system is no longer working? Then it's time to uncover the areas of your business screaming for your immediate attention and those that deserve a big hurrah! Request Maria's Empire Builder Kit (free) at www.ElevatingYourBusiness.com
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©2013 Maria Marsala guides independent financial advisors to reach their 5-year business and personal goals in 24 months. She is a business coach, speaker, and a former Wall Street Trader. Named one of the Top 30 International Coaching Gurus in 2011, Maria has been recognized as a thought leader whose ideas have been published in Financial Planning Magazine, RIA Biz, Advisor Max, Dow Jones, The Street, Entrepreneur Magazine, and numerous books, trade journals, and magazines. She has authored four business-building workbooks including, Attracting Clients You Love Working With: 6 Steps to a Profitable Client Base. Did you find this article thought provoking? Get more delivered directly to your inbox every two weeks. Sign up here