1.
Have you discovered your True Purpose for Money, that which is more important than money itself?
Yes or No?

2.
Are you invested in the Market?
Yes or No?

3.
Do you know how markets work?
Yes or No?

4.
Have you defined your Investment Philosophy?
Yes or No?

5.
Have you identified your personal risk tolerance?
Yes or No?

6.
Do you know how to measure diversification in your portfolio?
Yes or No?

7.
Do you consistently and predictably achieve market returns?
Yes or No?

8.
Have you measured the total amount of commissions and costs in your portfolio?
Yes or No?

9.
Do you know where you fall on the Markowitz Efficient Frontier?
Yes or No?

10.
When it comes to building your investment portfolio, do you know exactly what you are doing and why?
Yes or No?

11.
Are you working with a financial coach versus a financial planner?
Yes or No?

12.
Do you have a customized lifelong game plan to guide all of your investing and spending decisions?
Yes or No?

13.
Do you have an Investment Policy Statement?
Yes or No?

14.
Have you devised a clear-cut method of measuring the success or failure of your portfolio?
Yes or No?

15.
Do you fully understand the implications and applications of diversification in your portfolio?
Yes or No?

16.
Do you have a system to measure portfolio volatility?
Yes or No?

17.
Are you aware of the incentives brokerage firms and the financial community have when selling commission-based products?
Yes or No?

19.
Can you identify the cultural messages and personal mind-sets about money that destroy your peace of mind?
Yes or No?

20.
Are you ready to shift your personal experience of money and investing from a scarcity mode to an abundance mode?
Yes or No?

Total.
Please add up all your yeses. Once you have gone through all the Client Clips, come back and retake this quiz. The more yeses, the closer you are to becoming an educated, diligent, and confident investor.