This research-based assessment was developed and designed for the support and the use of Vision Investment LLC clients only.
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Name
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First Name
Last Name
Email
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Phone
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Preferred Contact Mode
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Phone
Email
Birth Month and Date
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Address
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Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Relationship Status
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Single
Partnership
Married
Divorced
Widowed
Name of Emergency Contact
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Emergency Contact Phone Number
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LinkedIn
Describe 2 things you love about your life
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Describe 2 things you would like to improve in your life:
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What are your top 5 priorities for the next 12 months?
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What brings you to coaching and why now?
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For you to consider your life to have been satisfying and well lived, what accomplishments or measurable events must occur in your lifetime?
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What do you want more of in your life in the next 12 months?
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Please describe the vision you have for your life for the next 12 months
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Take your time with this question. There's no such thing as a vision that's too big. If you'd like to experience it in your life, include it here.
What excites you about your 12 month vision?
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What scares you about your 12 month vision?
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In what ways have you been playing small these last couple of years? (Be honest with yourself):
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What and who in your life has suffered due to you playing small?
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How would you describe your life purpose?
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What forms of self-care do you participate in and how often?
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What 5 values are most important to you (in order of importance)?
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ex. Authenticity, Faith, Contribution, Community, Honesty, Growth
What are you tolerating (putting up with) in your life right now?
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What in your life are you pretending is not there?
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What is your current relationship with money like? If money were a person, how’s it going between you two? How do you feel about money?
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What are you naturally good at?
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What does your day-to-day life look like right now?
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What have your previous life experiences taught you?
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Describe what your life looks like when you’ve manifested your dreams and desires. It's safe to dream big here. No playing small.
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What specifically is going to close the gap between where you’re at now and where you desire to be?
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What has kept you from accomplishing your goals in the past? Be specific.
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If I honor what I know to be true in my heart, in the next 6 months I will...
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Please finish this sentence.
On a scale of 1-10, how confident are you that you can live the life of your dreams (10 being very confident)?
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What compliments do other people give you?
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What are 3 specific outcomes you'd like to achieve?
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Why was it important to you to make an investment in yourself?
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What else would you like your coach to know about you?
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