ScoreMy Financial Planning helps you instantly uncover hidden gaps in your clients' financial plans and clearly demonstrate your value. It positions you as a trusted expert, builds confidence, and ensures every plan you deliver is truly comprehensive.
Simply score your confidence from 1 to 10, where 1 means you're “Feeling a Bit Unsure" and 10 means “Completely Confident!”
Time required: 2 minutes*You are taking this scorecard anonymously. You will have the option at the end to submit your scorecard results to Foundation Stone Financial Planning Limited