APPENDIX C

Financial Lifestyle Fact Finder

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General

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

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Protection

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Retirement Planning

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Financial Planning

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Estate Planning

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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 ...

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