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.