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Action Portfolio

Social Investment PortfolioMost 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 Action PortfolioSM for your client. It provides an outstanding, organized foundation for future coaching sessions.

Contents of the Action Portfolio:

  • A quick overview of your client’s values and strengths, taken from their LiveAnew Discovery SurveySM 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 SurveySM.
  • A review of your client’s interests, also taken from the Discovery SurveySM.

The SIP provides the basis for Action CentralSM, where you can provide your client with opportunities for action in order to engage with ideas for well being that most connect to THEM!

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