Present Financial Life

Name(Required)

Email(Required)

Please provide the following information about your current financial life.

1. Describe your current household.

2. Name those individuals who will be affected by the financial decisions you make.

3. What is the most important benefit that your money gives you today?

4. What are some of the factors or circumstances in your life that could affect your financial plan?

5. What would you do differently if you "had the money" (if money was not a limiting factor)?

6. Are there any investments that you would like to avoid as a matter of principle?

7. When making financial decisions, who or what are your main sources of financial information?

Name of Advisor

Barry

Tom

Adam

Other