Sample Wealth Coach Assessment

Sample of Step One of Wealth Coaching Assessment 

  1. Do you take time each day to eat right, exercise, manage stress and nurture your relationships
  2. Do you set goals? Are they realistic, both short-and long-term, and do you have what you need in place to keep you on target for achieving them?
  3. Are you creating too much pressure upon yourself because you’ve over-extended yourself, have too many deadlines/obligations or believe that “there’s not enough time?”
  4. When you look in the mirror, do you like what you see?
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