APPENDIX C

Financial Lifestyle Fact Finder

image image image

General

Briefly explain your concerns and how you feel we may be able to help you:

image

Protection

image

Retirement Planning

image

Financial Planning

image

Estate Planning

image image

Conscious Investor Quiz

Yes No
_____ _____ 1. Do you have a customized game plan to guide your lifelong investment decisions?
_____ _____ 2. Have you established a written agreement that outlines expectations for your relationship with your financial professional?
_____ _____ 3. Have you determined a method for measuring the success of your portfolio?
_____ _____ 4. Have you ...

Get Seven Steps to Financial Freedom in Retirement now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.

Start your free trial