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Behavioral DNA
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About Us
Who We Serve
Services
Financial Life Planning
À la Carte
Behavioral DNA
About
Who We Serve
Services
Financial Life Planning
À la Carte
Behavioral DNA
Contact
Menu
About
Who We Serve
Services
Financial Life Planning
À la Carte
Behavioral DNA
Contact
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Personal Clarity Poll
First Name
Last Name
Email
Phone
Consider your financial goals for the future. To what extent do you agree or disagree with the statements below?
1. I am confident that I will reach my financial goals.
Strongly Disagree
Somewhat Disagree
Neutral
Somewhat Agree
Strongly Agree
I Don't Know/Not Applicable
2. I feel in control when it comes to reaching my financial goals.
Strongly Disagree
Somewhat Disagree
Neutral
Somewhat Agree
Strongly Agree
I Don't Know/Not Applicable
3. I feel financially secure.
Strongly Disagree
Somewhat Disagree
Neutral
Somewhat Agree
Strongly Agree
I Don't Know/Not Applicable
4. I have a clear plan in place to reach my financial goals.
Strongly Disagree
Somewhat Disagree
Neutral
Somewhat Agree
Strongly Agree
I Don't Know/Not Applicable
As you reflect on the personal and business goals you have set, to what extent are your goals aligned with your values (e.g., spending time with family, pursuing higher education)? Select one.
Not at all aligned
Little alignment
Neutral
Somewhat aligned
Completely aligned
I have not yet explored how my values and goals align
Consider the potential barriers to fulfilling both your personal and business goals. Please select the statements that apply to you.
I am working more hours than I would like.
I need more time to recharge or risk burning out.
I am stressed about the state of my personal finances.
I am stressed about the state of my business finances.
I don’t have the in-house talent I need to grow my business.
I don’t have a documented business strategy for how to grow my business.
I have a vision for my future but am unsure of how to get there.
None of the above
Are there other barriers to reaching your personal and business goals not identified above? Write your response here.
As you consider your vision for the next chapter of your life, what are some of the things you might like to focus on? How important, if at all, are the following?
1. Spending more time with my family
Not at all important
Not very important
Neutral
Somewhat Important
Very important
I don’t know/Not applicable
2. Having more time for hobbies
Not at all important
Not very important
Neutral
Somewhat Important
Very important
I don’t know/Not applicable
3. Continuing to work, but reduced hours
Not at all important
Not very important
Neutral
Somewhat Important
Very important
I don’t know/Not applicable
4. Traveling more
Not at all important
Not very important
Neutral
Somewhat Important
Very important
I don’t know/Not applicable
4. Focusing on mental health
Not at all important
Not very important
Neutral
Somewhat Important
Very important
I don’t know/Not applicable
5. Volunteer/charitable activities
Not at all important
Not very important
Neutral
Somewhat Important
Very important
I don’t know/Not applicable
6. Improving my physical health
Not at all important
Not very important
Neutral
Somewhat Important
Very important
I don’t know/Not applicable
How would you rate your level of concern with each of the following right now?
1. The impact of current market volatility on my ability to reach my long-term goals
Not At All Concerned
Not Very Concerned
Neutral
Somewhat Concerned
Very Concerned
I Don't Know/Not Applicable
2. Increasing the revenue and/or profitability of my business
Not At All Concerned
Not Very Concerned
Neutral
Somewhat Concerned
Very Concerned
I Don't Know/Not Applicable
3. Feeling unfulfilled in retirement
Not At All Concerned
Not Very Concerned
Neutral
Somewhat Concerned
Very Concerned
I Don't Know/Not Applicable
4. The impact a lack of business strategy will have on my business long-term
Not At All Concerned
Not Very Concerned
Neutral
Somewhat Concerned
Very Concerned
I Don't Know/Not Applicable
5. Ensuring my children make good financial decisions
Not At All Concerned
Not Very Concerned
Neutral
Somewhat Concerned
Very Concerned
I Don't Know/Not Applicable
6. Managing personal or family health
Not At All Concerned
Not Very Concerned
Neutral
Somewhat Concerned
Very Concerned
I Don't Know/Not Applicable
Do you feel you’re on track with a clear business and personal financial strategy that will help you realize your vision for the life you've been dreaming of?
Yes
No
Maybe/I don’t know
Is there any other information you'd like to share with us?
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