The Canadian Money Roadmap

Unlock Your Financial Potential: Find Your Focus Scorecard

June 07, 2023 Evan Neufeld, CFP®
Unlock Your Financial Potential: Find Your Focus Scorecard
The Canadian Money Roadmap
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The Canadian Money Roadmap
Unlock Your Financial Potential: Find Your Focus Scorecard
Jun 07, 2023
Evan Neufeld, CFP®

Are you ready to take control of your financial life and make improvements where it counts? This week, I'm taking a short break as my family and I move into our new home. While I'm away, I've created a special "Find Your Focus Scorecard" tool just for you. By clicking on the link in the show notes and answering a series of questions, you'll receive a personalized score in five categories: savings habits, debt management, retirement planning, cash management, and investment knowledge.

After completing the scorecard, you'll get a PDF report emailed to you, detailing your scores and offering three practical tips to improve your weakest area. No one has scored 100% yet, which means there's always room for growth. Give it a try, and let me know what you think. Enjoy the rest of your summer, and I'll be back next week with a brand new episode.

Show Notes Transcript

Are you ready to take control of your financial life and make improvements where it counts? This week, I'm taking a short break as my family and I move into our new home. While I'm away, I've created a special "Find Your Focus Scorecard" tool just for you. By clicking on the link in the show notes and answering a series of questions, you'll receive a personalized score in five categories: savings habits, debt management, retirement planning, cash management, and investment knowledge.

After completing the scorecard, you'll get a PDF report emailed to you, detailing your scores and offering three practical tips to improve your weakest area. No one has scored 100% yet, which means there's always room for growth. Give it a try, and let me know what you think. Enjoy the rest of your summer, and I'll be back next week with a brand new episode.

Speaker 1:

Hello and welcome back to the Canadian Money Roadmap podcast. I'm your host, evan Newfield. Today's episode is, unfortunately, not really a typical episode. I'm taking the week off because I am moving and I am getting my family sorted into our new house, so I decided to put out this little episode to explain a tool that I built for you to use instead, perhaps in this week off between episodes, and this tool is called a scorecard. That will help you find your focus on the areas that you can focus on yourself to improve your financial life. So if you go into the link in the show notes of this episode, you'll be able to find the link to get started with this. So you click on there and you'll answer a bunch of questions And at the end of it you'll get a score on five different categories, so your savings habits, debt management, retirement planning, cash management or budgeting and investment knowledge, and there's some cool graphs and whatnot, so you can visually see how you score in each of those categories. I've yet to find someone that scores 100%, which is good. It means that there's always things that people can work on. And then afterwards you'll get a PDF report emailed to you that showcases your scores in each category, but then, in the area that you need to focus on most, there's three practical tips that you can use to get started on that yourself. So that's all I have for you this week. Hopefully it's a valuable resource for you. You can go into the show notes of this episode right now and click on the find your focus scorecard and check it out. Let me know what you think. Have a great summer and I'll see you next week with a new episode.

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