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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.