More About the Social Investment Portfolio™

Most individuals have a similar report, organizing their financial capital; however, they have not properly organized their social capital in order to provide future life-direction.

This is the driving purpose of the Social Investment Portfolio (SIP) for your client. It provides an outstanding, organized foundation for future coaching sessions.

Contents of the SIP:

• A quick overview of your client’s values and strengths, taken from their LiveAnew Discovery Survey results.
• An overview of their Fulfillment Evaluator results.
• A series of charts that help you and your client visually see how they are investing their time.
• A chart that shows how well your client feels connected with their current activities.
• A chart that illustrates the percentage of time your client spends actively involved in important categories of activity. (Volunteerism, Self-Development, Learning, and Recreation)
• A review of your client’s considerations for investment opportunities, collected from their Discovery Survey.
• A review of your client’s interests, also taken from the Discovery Survey.

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