Goal Positioning Sheet

"The Goal Positioning Sheet" (GPS) Checklist is a tool we developed to help you understand where you want to be, where you think you are and where you really are. It takes most people 5 minutes or less to complete. It might help you stimulate your thinking and focus your planning. If you have an upcoming appointment with our team, we will have a hard copy of your GPS for your personal records.


Goal Positioning Form

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Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 24,370.24 -0.22%
Nasdaq Composite 7,031.83 +0.16%

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