First Name *

Last Name *

Email *

Phone *

My Savings & Cashflow Processes *

Poor

Good

Excellent

Debt Management & Expense Awareness *

Poor

Good

Excellent

Life Insurance & Risk Coverage *

Poor

Good

Excellent

Estate Plan *

Poor

Good

Excellent

Tax Strategies *

Poor

Good

Excellent

Clarity on When to Retire *

Poor

Good

Excellent

Knowledge of Spending Ability in Retirement *

Poor

Good

Excellent

Communication with Spouse and/or Family on Finances & Legacy *

Poor

Good

Excellent

Overall Confidence with Financial Topics *

Poor

Good

Excellent

Feeling of Trust & Support in a Professional to Guide Your Plans *

Poor

Good

Excellent

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