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Take the MID-LIFE.COM Poll

Completing this questionnaire will allow to compare your results with others.

A good financial planner will first have you go through life planning.
If a goal is set, a plan can be developed to hit it.

Answer each question and compare your results with others.

In my opinion financial planning is
I fear financial planning because I
Previous experience with financial planning:
In your opinion ...
(1=disagree, 2=mildly disagree, 3=no opinion, 4=somewhat agree, 5=agree)
I must take control of my money no matter how much (or little I have) or it will control me. 1 2 3 4 5
Better to get started now and adjust strategies with experience later, than procrastinate until I find the perfect plan. 1 2 3 4 5
The people approaching or in retirement are better off not planning and simply allowing circumstances to decide for them. 1 2 3 4 5

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* First Name:
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* Age Bracket:

A map of the road ahead will help you find important resources to get where you want to go.

Stage One — The Foundation of Success    

Here are the stages we see. As you click through these four stages ask yourself where you are in this journey. Knowing where you are now will help you to define the most important next steps.

Stage Two — The Journey Inward
Stage Three — Awakening Challenge
Stage Four — Reaching Potential
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