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    To help us clearly understand your current situation, please complete the Personal Blueprint. Rate your reactions to each pair of phrases by deciding where you belong on a sliding scale. Your responses will be submitted to an advisor who will contact you to help you realize your goals.
    I have not set any clear goals for my financial future.

    I have set some clear goals for my financial future.
    I do not have a written strategic financial plan in place.

    I have a strategic financial plan in place.
    I am not confident that I will have sufficient funds at retirement.

    I am confident that I will have sufficient funds at retirement.
    In the event of a medical condition, I do not have the financial resources readily available to seek out the best treatment in the world.

    In the event of a medical condition, I have the financial resources readily available to seek out the best treatment in the world.
    I am not confident that if I became disabled for a period of time, my coverage is adequate and our lifestyle would not suffer greatly.

    I am confident that if I became disabled for a period of time, my coverage is adequate and our lifestyle would not suffer greatly.
    I am not confident that I have prepared well for my child’s education plans.

    I am confident that I have prepared well for my child’s education plans.
    I do not budget my cash flow well and find it difficult month to month.

    I budget my cash flow well and do not find it difficult month to month.
    I am not confident that my assets will be passed in the most effective way possible to my heirs.

    I am confident that my assets will be passed in the most effective way possible to my heirs.
    I am not happy with the financial advice I have received from my other advisor.

    I am happy with the financial advice I have received from my other advisor.