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What is your single most important financial Purpose within the next 10 years?

Who would you consider to be a part of your current Circle of Trust, meaning the People whom you consult and completely trust to help you make important decisions?

Select all that apply:

How much effort have you put into the financial planning process?

How well is your current investment strategy protected from market volatility, outdated investment tools, and/or emotional decision making?

How do you usually feel about your major financial decisions after you make them?

When faced with a dilemma or troubling situation, you tend to act in the following manner:

In recent years, how have your personal investments changed?

Compared to others, how would you rate your willingness to take financial risks?

What is your greatest financial concern over the next 10 to 15 years?

If you had to choose between more job security with a small pay increase, versus less job security with a big pay increase, which would you pick?

When faced with a major financial decision, are you more concerned about the possible losses or the possible gains?

How much confidence do you have in your ability to make good financial decisions?

Insurance can provide a safety net to cover a wide variety of life's major risks - including accident, loss of income, illness, death etc. How much coverage do you have?

What would you do if you won $100,000 in the lottery?

How much annual income (before tax) do you think you might need to remain Work Optional (combined with spouse)? By Work Optional, we mean comfortably being able to live the lifestyle you desire.

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