Financial Roadmap for Success
WHAT IS IT ABOUT?
Unlocking financial prosperity starts with making clear and informed decisions. This questionnaire will explore finance, financial planning, goals, investments, retirement, and strategies to help equip you with the knowledge of today’s corporate world.
- CEO who needs to ensure financial stability in the organization.
- CFO tasked with delivering effective financial strategies.
- Investment department that need to convince stakeholders of the potential gains from investing.
- Financial planner eager to assist clients in achieving their long-term objectives.
- Human Resources manager who is interested in helping his team with retirement planning.
Understanding current financial position
Targeting towards successful outcomes
Pursuing profitable investments
Securing your future
After you have downloaded this questionnaire, you can - in your Toolbox - edit, add/delete, and translate questions & answers to your liking. Clicking the "Help me PRAIORITIZE" buttons in the Toolbox activates our A.I. to help you finish your masterpiece..
Q. What methods have you used to budget?
- None, I just estimate
- Used a spreadsheet, manually updating it
- Automated tracking with budget-specific software
Q. What kind of objectives have you established?
- We have not established any objectives.
- We have identified some key objectives.
- We have thoroughly analyzed our objectives and set SMART goals.
If you feel you need outside support after conducting your assessment, we recommend the firms that have written the below mentioned whitepapers. Not having a paper selected does NOT mean that a firm does not give good advice.
|oliverwyman||2012_CEU_POV_Getting Availability Right_ENG.pdf|
- Respondent profiles for a helicopter view of your audience.
- A maturity model with which algorithms calculate a six times smarter improvement target (compared to when you leave that to a human).
- Improvement suggestions (per question) how to move from one answer to another
- Suggested follow-on projects. After all, moving your organization from A to B might require more than just doing an assessment.