INVESTMENT DISCIPLINE SCORE™
When markets change, what does your strategy do?
A 10-question self-assessment for investors who want to understand how decisions in their portfolio are actually made — and where the gaps in that understanding might be.
10 questions · 5 minutes · free · no obligation
This assessment measures clarity. Not performance, not predictions, not whether your advisor is good at their job.
CHAPTER ONE
There’s a third conversation about your money that almost never happens.
Most investors are familiar with two kinds of conversations about their money. The first is about performance — last quarter’s return, this year’s number, how the market is doing. The second is about feeling — whether you trust your advisor, whether you’re worried.
There’s a third conversation that almost never happens. It’s about process — how decisions are actually made when conditions change.
That third conversation is what investment discipline is built on. And it’s the conversation this assessment is designed to surface.
In ten questions and five minutes, you’ll come away with a clearer picture of what you actually understand about how your portfolio is being managed — and what hasn’t been clearly explained.
WHAT YOU’LL DISCOVER
The assessment covers ten distinct facets of clarity.
The strategy
Do you understand the documented approach your advisor uses?
Accountability
Do you know who is responsible for applying it?
Triggers
What signals would prompt a change?
Communication
How and when would you be notified of changes?
Track record
When has the discipline actually been applied?
Documentation
Is the discipline written down somewhere you’ve seen?
Risk measurement
How is risk in your portfolio measured and tracked?
Behavior under stress
How is the portfolio designed to respond in a downturn?
Personalization
Is the discipline adapted to your specific goals?
The articulation test
Could you explain it to a friend in 30 seconds?
SCORING AT A GLANCE
Your score isn’t a grade. It’s a map.
Each answer is worth 0, 2, or 4 points. After 10 questions you’ll have a score out of 40, sorted into one of three tiers describing how clearly the discipline guiding your portfolio has been communicated to you.
Most respondents land in the middle. If your score reveals gaps, that’s normal — almost no investor is asked to articulate their advisor’s discipline, so almost no one has a clear picture of it.
Five minutes. No login. No catch.
You’ll get your score and a personalized result page immediately. No account, no payment, no follow-up unless you choose it.
10 questions · 5 minutes · free · no obligation
This assessment is brought to you by:
Briggs Financial Group
(810) 522-6685
info@bfgwealthadvisors.com
As a Fiduciary, doing due diligence of all content and data contained herein has been developed or obtained from various sources that are believed to be providing accurate information. None of the content herein is intended as tax, financial, and/or legal advice. Please consult with a legal, financial, and/or tax professional for specific information regarding your individual situation. The content and materials herein are intended to create client awareness for educational purposes and to promote interest in the utilization of risk on, risk off and tax mitigation investment strategies in the planning process. The competitive analysis of various fixed insurance products that may be shown herein do not address any individual’s specific situation and are not to serve as the basis for any investment and/or tax advice and should not be construed as a solicitation to invest. Content herein is based on the latest information available to the public from the Insurance Carriers and while deemed to be accurate, is not guaranteed by the Briggs Financial Group Wealth Advisors, “BFG Wealth Advisors” or affiliates thereof. Numerical information, charts, graphs, formulas, calculations, and data sets, etc. are for example and illustrative purposes only. Please review each Insurance companies’ compliant illustration with your Advisor before investing. BFG Wealth Advisors also provides support, information and competitive analysis on Fixed Insurance Products of over 70 insurance carriers. BFG Insurance Designers is a separate division of the Briggs Financial Group Wealth Advisors.
For more information, please contact your Briggs Financial Group Wealth Advisor directly for a comprehensive overview and analysis of your specific situation using risk on or risk off asset classes in your retirement portfolio.
Asset Management and Investment Advisory Services provided by Investment Advisor Representatives doing business as the Briggs Financial Group are offered through Caitlin John, LLC., a Registered Investment Advisor Firm. The Briggs Financial Group Wealth Advisors, LLC. and Caitlin John, LLC. are separate entities and are not affiliated.
© Briggs Financial Group, LLC | Web Design by EliteAMG