Perfect 10

Welcome!

Please fill out our Perfect 10 Update.

This will serve as a tool to reflect on your year and to help us plan for your future.

Can't wait to go through this with you at our Review Meeting!

Name

Family Headlines

What are some good or impactful things that happened to/with your family this year?

3 Year Reflection

Three years from now, what would have to happen for you to feel happy or excited about your progress in working with us?

Dangers, Opportunities, and Strengths

What dangers, opportunities, and/or strengths do you think could help or hinder you from meeting your goals?

Gameboard

Family Rocks

Rocks are a type of goal we use at Invst. Think about a bucket that you're taking to the beach, trying to collect rocks. You wouldn't put the sand and water in before the rocks. Rocks are things that you MUST get done. They should be specific, realistic goals.

© Copyright 2026 INVST. All Rights Reserved.

TERMS & CONDITIONS|PRIVACY POLICY|DISCLAIMER|RETURNS & CANCELLATIONS

Please review important Disclosure Information set forth in this website. Check the background of our investment professionals on FINRA's BrokerCheck. Invst is an independent Registered Investment Advisor headquartered in Indianapolis, IN.