Roadmap to Financial Freedom Assessment
First Name
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Last Name
*
Email
*
Phone
What is your single biggest money concern?
Excessive credit card debt
You’ve never had a Fiduciary CERTIFIED FINANCIAL PLANNER™ review your insurance, investments, tax, and legal documents to ensure there aren’t leaks that would otherwise derail your retirement.
Not sure if you’ll be able to retire.
While you’re making good money and/or accumulating moderate levels of wealth, you feel there are additional opportunities–investment wise or tax minimization to grow and compound your wealth even faster.
Has your credit card debt:
Persisted for longer than one year?
Occurred as a result of an unexpected event?
Are you following a systematic plan of repayment?
Yes
No
Have you written down all of your income and expenses on a budget?
Yes
No
Has your accountant given you a money saving idea in the last year?
Yes
No
Has your advisor adjusted your risk tolerance in order to achieve your goals?
Yes
No
When the market has corrected, or dropped, 15% or more in the past, did you:
Sell assets
Stay invested with no action(s)
Buy More
Are you confident you know how to convert your lump sum of investments (or nest egg) into a sustainable, ever-increasing monthly income for life?
Yes
No
On a scale of 1 to 3 [1 not committed - 3 fully committed] how COMMITTED are you to taking your next informed step towards securing your financial freedom?
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1
2
3
SUBMIT
