Assessment - Justin Donald

The Lifestyle Investor Book

Want A Simple, Proven System For Multiplying Your Wealth AND Replacing Your Job?

Get Justin's Emails

Name
First Last
Email
CAPTCHA

Get The Free Checklist

Grab The 10 Commandments of Lifestyle Investing I used to multiply my net worth to over eight figures in under two years (and doubled two years right after).

These are timeless principles that anyone can use to pick out high-performing investments that produce passive cash flow streams reliably — and immediately.

Name
First Last
Email
CAPTCHA

About
Course
Masterclass
- Mobile Home Park Masterclass
- Passive Income Masterclass
Mastermind
Podcast
Blog

About
Book
Podcast
Online Course
Masterclass
- Mobile Home Park Masterclass
- Passive Income Masterclass
Mastermind
Private Coaching
Speaking
Media
Press
Blog
Contact

Get Emails

Lifestyle Investor Self-Assessment

Please take a moment to complete our comprehensive self-assessment tool designed to help you analyze your wealth portfolio, and gain valuable insights into the composition, performance, and diversification of your assets.

Once you have received your results, a member of our Lifestyle Investor Team will review it with you.

Community/Connections

On a scale of 1-10, how would you rate the quality of your relationships with other investors and friends that have shared values or goals? *12345678910A 10 would mean you have a robust network of trusted individuals who bring you opportunities, offer advice, and collaborate with you. A 1 would mean that you don't have a network of like-minded investors or friends who can provide advice or opportunities.

Community/Connections

On a scale of 1-10, how diverse and accessible is your network of professionals across different investment sectors? *12345678910A 10 would be having direct contact with a wide array of experts and advisors in various sectors, who you can reach out to anytime. A 1 would mean that your professional network is limited and doesn't span across various investment sectors.

Education/Growth

On a scale of 1-10, how would you rate your current level of financial literacy? *12345678910A 10 would be being fully equipped with the knowledge necessary to make informed investment decisions. A 1 would mean that you don’t feel confident in your understanding of investment strategies or financial matters.

Education/Growth

How frequently are you learning new strategies or approaches to wealth creation and investing? *12345678910A 10 would mean that you're constantly exploring new avenues, investing in yourself and learning from the best in the industry. A 1 would mean that you rarely seek out new knowledge or strategies related to wealth creation and investing.

Tax Strategy

On a scale of 1-10, how efficient is your current tax strategy? *12345678910A 10 means you are working with a proven tax strategist, meeting monthly throughout the year and are utilizing all available legal avenues to minimize your tax liability. A 1 would mean that your tax strategy needs improvement, and you aren't actively using any methods to reduce your tax liability.

Tax Strategy

How well do you understand the tax implications of your investments? *12345678910A 10 means you fully grasp how every investment move affects your taxes. A 1 would mean that you're not sure how your investments impact your taxes.

Health

On a scale of 1-10, how would you rate your current physical health status? *12345678910A 10 means you are in optimal health, taking care of your nutrition, exercise, and routine medical check-ups. A 1 would mean you're not currently focused on your physical health.

Health

How well are you managing stress and maintaining mental health? *12345678910A 10 would mean you have effective strategies in place for stress management and maintaining mental wellbeing. A 1 would mean that you regularly experience stress and find it tough to maintain mental well-being.

Deal Flow

On a scale of 1-10, how would you rate the quality and quantity of investment opportunities coming your way? *12345678910A 10 would mean you have a consistent pipeline of high-quality opportunities that match your investment goals that have gone through some type of screening process before they get to you. A 1 would mean that you have little to no dealflow, or the deals you do see aren't promising.

Deal Flow

How diverse are the investment opportunities you come across? *12345678910A 10 means you are regularly exposed to a variety of investment opportunities across different sectors and asset classes.. A 1 would mean that you mostly see the same type of investment opportunities, with little variety.

Investment Criteria

On a scale of 1-10, how clear and well-defined are your investment criteria? *12345678910A 10 means you have a clear set of written guidelines that you use to evaluate every investment opportunity that has been honed by having other investors or professionals poke holes and share ideas about your criteria. A 1 would mean that you don't have a solid plan or guidelines for evaluating potential investments.

Investment Criteria

How strictly do you stick to your investment criteria? *12345678910A 10 means you never compromise on your criteria, even if an opportunity appears lucrative. A 1 would mean that you often abandon your investment criteria when assessing opportunities.

Lifestyle/Investment Goals

On a scale of 1-10, how aligned are your current investments with your lifestyle goals? *12345678910A 10 would mean that your investments are not just providing returns, but are also helping you achieve the lifestyle you desire. A 1 would mean that your investments aren't really helping you to live the lifestyle you want.

Lifestyle/Investment Goals

How well-defined are your long-term financial and lifestyle goals? *12345678910A 10 means you have a clear vision for your future and have set detailed, measurable goals. A 1 would mean that you're unclear about your future financial and lifestyle goals.

Purpose & Direction

On a scale of 1-10, how clear is your sense of purpose in life? *12345678910A 10 means you have a strong sense of purpose that is clearly articulated that guides all your actions, including your investments. A 1 would mean that you haven't defined a clear purpose that guides your life and decisions.

Purpose & Direction

How well aligned are your investments with your overall life's purpose and direction? *12345678910A 10 means all your investment decisions support and reflect your life's purpose and direction. A 1 would mean that your investments have little to no relationship with your life's purpose.

Time Freedom

On a scale of 1-10, how would you rate your current level of time freedom? *12345678910A 10 means you have ample time to do what you love and are not constantly bogged down by work or other commitments. A 1 would mean that you're always busy with work or other commitments and lack free time.

Time Freedom

How much control do you have over your schedule? *12345678910A 10 means you decide when and where you want to work, and you're not confined to a strict or demanding schedule. A 1 would mean that your schedule is outside your control and/or you're constantly overscheduled.

Passive Cash Flow

On a scale of 1-10, how much of your income comes from passive sources? *12345678910A 10 would mean that the majority, if not all, of your income is passive and not dependent on your active involvement. A 1 would mean that nearly all of your income requires your active involvement, with very little being passive.

Passive Cash Flow

How diversified are your passive income streams? *12345678910A 10 means you have at least 20 different sources of passive income across different sectors and asset classes. A 1 would mean that you have few sources of passive income and they all come from the same place.

Asset Allocation

On a scale of 1-10, how well-diversified is your investment portfolio? *12345678910A 10 means your investments are well-spread across different asset classes and sectors, reducing your risk exposure. A 1 would mean that your investment portfolio isn't varied and largely focuses on one asset class or sector.

Asset Allocation

How aligned is your asset allocation with your financial goals and risk tolerance? *12345678910A 10 would mean your portfolio is perfectly optimized to achieve your financial goals without taking on unnecessary risk. A 1 would mean that your asset allocation doesn't match your financial goals and you're taking on a lot of unnecessary risk.

Estate Planning

On a scale of 1-10, how well-prepared are you for transferring wealth and wisdom to the next generation? *12345678910A 10 means you have a comprehensive estate plan in place that covers all scenarios, minimizes the potential for disputes or confusion, and if applicable, passing down family values and the skill sets to have the capacity to manage the wealth. A 1 would mean that you haven't made any plans for how to pass on your wealth or wisdom to the next generation.

Estate Planning

How regularly do you update your estate plan to reflect changes in your financial situation or personal wishes? *12345678910A 10 would mean you review and adjust your estate plan at least annually and after any major life or financial event. A 1 would mean that you hardly ever review or update your estate plan.

Structures and Investment Vehicles

On a scale of 1-10, how efficiently are you using different structures and vehicles for your investments? *12345678910A 10 would mean you have strategically chosen the right structures (such as trusts, LLCs) and vehicles (Self Directed Roth IRAs, Life Insurance Policies, etc) to maximize returns and tax efficiency. A 1 would mean that you're not focused on maximizing your returns or tax efficiency.

Structures and Investment Vehicles

How knowledgeable are you about different investment vehicles and structures? *12345678910A 10 means you fully understand the pros and cons of various investment vehicles and structures, and can choose the right ones for your needs. A 1 would mean that you have limited to no knowledge of multiple investment vehicles and structures.

Insurance/Protection

On a scale of 1-10, how comprehensive is your insurance coverage? *12345678910A 10 would mean you are covered against all significant risks to your life, health, income, and property. A 1 would mean that you’re underinsured across multiple areas.

Insurance/Protection

How confident are you that your current strategies for asset protection and liability insurance will safeguard your wealth in case of lawsuits or claims? *12345678910A 10 means you have thoroughly planned for all potential liabilities and put structures in place that will adequately protect your assets from any legal threats or unexpected events. A 1 would mean that you have no idea whether your current asset protection strategies are enough to safeguard your wealth if something were to happen.

First Name *

Last Name *

Email Address *

Are you a current Lifestyle Investor Mastermind Member?YesNo

Community

Education

Tax

Health

Deals

Criteria

Goals

Purpose

Freedom

Passive

Allocation

Estate

Vehicles

Insurance

Join The Conversation

Neither this document, nor any content presented by our organization, is intended to provide personal tax or financial advice. This information is intended to be used and must be used for information purposes only. We are not investment or tax advisors, and this should not be considered advice. It is very important to do your own analysis before making any investment or employing any tax strategy. You should consider your own personal circumstances and speak with professional advisors before making any investment. The information contained in this report is based on our own research, opinions, as well as representations made by company management. We believe the information presented in this report to be true and accurate at the time of publication but do not guarantee the accuracy of every statement, nor guarantee that the information will not change in the future. It is important that you independently research any information that you wish to rely upon, whether for the purpose of making an investment or tax decision, or otherwise. No content on the website (LifestyleInvestor.com) or related sites, nor any content in this email, report, or related content, constitutes, nor should be understood as constituting, a recommendation to enter into any securities transactions or to engage in any of the investment strategies presented here, nor an offer of securities. Lifestyle Investor employees, officers, and directors may participate in any investment described in this content when legally permissible, and do so on the same investment terms as subscribers. Lifestyle Investor employees, officers, or directors receive NO financial compensation from companies who appear in this report.

Get Justin's Emails