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000 DEL Guiding Wealth Reflection Exercise

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000 DEL Guiding Wealth Reflection Exercise

Lenard October 11, 2023

Week 1 – Monday Reflection

Residency Goals:

Think about your goals for the Residency program. What do you hope to achieve during your time here at Guiding Wealth? Write down your goals below.

Self-Reflection:

Take a moment to reflect on why you chose to participate in the Residency program. What are your motivations? What do you hope to gain from this experience? Write your thoughts and reflections below.

Questions for Hannah/the Guiding Wealth team:

If you have any questions for Hannah or the Guiding Wealth team, write them down below. This can include questions about the firm’s core values, the Residency program, or anything else you would like to know.

Feedback:

We value your feedback! Please share any thoughts, suggestions, or concerns you have regarding the Residency program or any other aspect of your experience so far.

Question: What do you need to be successful in the Residency program?

Write your answer below.