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Financial Freedom Checkup

Total financial life checkup

Why

1. Our family has a “why” for money that is clear and I share it with my most trusted advisors. (Required)
2. I have a three-year plan to be able to do what I want, when I want, with whom I want on my own terms and conditions.(Required)
3. I get energy from using my unique abilities to the fullest in my work life.(Required)
4. I have identified my three to five most important lifetime accomplishments.(Required)
5. My family has core values that are shared by all.(Required)

Who

1. My family has identified our financial Board of Directors made up of our most trusted advisors.(Required)
2. Our family’s most trusted advisors have a complete understanding of our why.(Required)
3. Our family has the right trusted advisors in the right seats, and I know what questions to ask.(Required)
4. Our family’s most trust advisors communicate, collaborate, and coordinate to ensure our family’s success.(Required)
5. Our family’s most trust advisors have agenda's and objectives to help us discuss our family’s affairs.(Required)

Gameboard

1. My family has a personal balance sheet that is accurate and updated daily.(Required)
2. I am on track for being work-optional.(Required)
3. My family has a proven process to find lost money and put it back to work.(Required)
4. We have a tool to weigh and measure financial decisions.(Required)
5. I have peace of mind that all my money is working for my family.(Required)

Rules

1. My family has a proven process for making financial decisions.(Required)
2. We understand the rules of financial institutions.(Required)
3. Our family has set up a system to effectively and efficiently control our cash flow.(Required)
4. Our family has defined our investor DNA to use evidence over emotions for our investment decisions.(Required)
5. I have identified my human life value to protect and grow my wealth.(Required)

Execution

1. We have a personal financial strategy and tools to help us make decisions.(Required)
2. We have eliminated loose ends from our finances.(Required)
3. Money does not cause stress in our family.(Required)
4. We feel confident in making financial decisions.(Required)
5. My family has one point of contact who can tell us if we are on track to reach our financial freedom.(Required)

Acceleration

1. My family’s money works in multiple ways to create multiple income streams.(Required)
2. I always make financial decisions with an abundance mindset.(Required)
3. I believe the world has unlimited opportunities and resources.(Required)
4. I have a clear cadence to my strategic reviews to reaching financial freedom faster.(Required)
5. Our family has a trusted advisor to educate, guide and counsel through decisions.(Required)
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CURRENT TOTAL SCORE

Why

Who

Gameboard

Rules

Execution

Acceleration

YOUR FAMILY FUTURE

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ACCELERATED

wealth BUILDING

Since inception, it has been our mission to educate, guide and counsel people toward reaching their full financial potential. Specializing in wealth building, we help
protect your life’s work, grow your wealth, and sustain your legacy.

OUR CORE VALUES

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Always growing
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Batteries Included
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WITWOWWOW

whatever it takes, without whining,
while only winning

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Abundance Mindset
Got Your Back
Always Got Your Back
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Personal Integrity

Take the FINANCIAL FREEDOM Check Up

Discover if you’re on track to achieving financial freedom

TAKE THE CHECK UP
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Please review important Disclosure Information set forth in this website. Check the background of our investment professionals on FINRA’s BrokerCheck. Invst is an independent Registered Investment Advisor headquartered in Indianapolis, IN.

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