What areas are you concerned about? Rank your concerns (1 = Highest, 10 = Lowest)
What is your level of experience or knowledge regarding your finances?
What is your overall investment attitude?
Client 1
Client 2
Checking, Savings, Money Markerts
Brokerage Accounts, Mutual Funds, Limited Partnerships
401K, IRA, ROTH IRA, Annuity
Primary Residence, Vacation Home, Rental Properties, Business Ownerships
Cars, Boats, RVs, Airplanes, Artwork
Credit Cards, Lines of Credit, Student Loans, Alimony, Child Support
Mortgages, Car Loans, Boat Loans, Margin Balances