Seven Steps to Financial Freedom in Retirement

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APPENDIX C

Financial Lifestyle Fact Finder

General

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

Protection

Retirement Planning

Financial Planning

Estate Planning

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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