Please take the time to complete this short questionnaire. Answering these questions will give me an idea of what to focus on during our introductory conversation. First Name * Last Name * Email * Phone * 1. My Finances Cause Me occasional Worry, Stress Or Anxiety. * YesNo 2. I'm Concerned About Maintaining My Current Lifestyle In The Future. * YesNo 3. I Spend Less Time Doing Activities I Enjoy Because I Worry About Money * YesNo 4. I Am Concerned About Accomplishing Future Goals, Plans and Objectives. * YesNo 5. My Finances Impact My Time Spent With Family And Friends. * YesNo 6. I Argue With My Spouse Or Other Family Members Over Money And Finances. * YesNo 7. I Feel Confused By The Amount Of Conflicting Financial Information Available. * YesNo 8. I Have Little Confidence In My Financial Decisions Or Management. * YesNo 9. It's Important That I Leave An Inheritance Or Legacy For My Heirs. * YesNo 10. I Have A Tendency To Procrastinate On Important Decisions. * YesNo ON A SCALE OF 1 - 10 RATE YOUR PEACE OF MIND REGARDING YOUR FINANCIAL FUTURE Your Financial Score * Please select one12345678910 USE THE BOX BELOW TO LET US KNOW ABOUT ANYTHING SPECIFIC YOU WOULD LIKE TO TALK ABOUT, OR WHAT WOULD MAKE THIS A GREAT CALL. Additional Info Let's Go!
