professional profile

eLEVATE YOUR Practice | ELEVATE YOUR Life

Our Professional Profile Questionnaire is designed to help us understand your personal and professional goals, so we can better support your journey. By reflecting on where you are now and where you want to be—whether in one year or ten—you’ll gain clarity on what truly matters to you.

We’ll explore key areas like practice strengths, challenges, financial planning, and work-life balance to ensure your trajectory aligns with your vision. Take a few moments to complete this—it’s the first step toward building the future you want.

First name

Last name

Do you currently have any personal goals? If yes, what are they?

Do you currently have any professional goals? If yes, what are they?

Where do you see yourself in 10 years? 3 years? 1 year?

What is important to you professionally?

What is important to you personally?

What are you unwilling to compromise on professionally?

What are you unwilling to compromise on personally?

What Key Point Indicators (KPI’s) are you currently tracking?

How are you tracking your KPI’s?

Who is responsible for gathering the data for your KPI’s?

Who are the decision makers in your office (who has the capacity to make decisions that affect other employees’ daily responsibilities/activities/duties)?

What do you perceive as your practice’s greatest strength/attributes?

What do you perceive as your practice’s greatest challenges/weaknesses?

If you could change 2-3 things about your practice, what would they be?

If you could have one extra day per week for yourself, what would you do with it?

If money was no object, what would you do with your time?

Do you currently have a retirement plan?

Do you currently have an exit strategy (a plan for moving toward retirement)?

Do you know how much money you need to retire?

Do you feel your current personal and professional trajectory is where it needs to be? If not, why not?

In what personal and professional aspects do you feel you could most benefit from?

professional profile

eLEVATE YOUR Practice | ELEVATE YOUR Life

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