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Personal Blueprint

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To help us clearly understand your current situation, please complete the Personal Blueprint. Rate your reactions to each pair of phrases by deciding where you lie on a scale of 1-10. Your responses will be submitted to the advisor of your choice by using the dropdown menu at the top of this form. All questions are required. Please click submit once completed.
I have not set any clear goals for my financial future
I have set some clear goals for my financial future
I do not have a written strategic financial plan in place
I have a strategic financial plan in place
I am not confident that I will have sufficient funds at retirement
I am confident that I will have sufficient funds at retirement
I am not confident that in the event of my untimely death, that my family will be financially okay
I am confident that in the event of my untimely death, my family will be financially okay
In the event of a medical condition, I do not have the financial resources readily available to seek out the best treatment in the world
In the event of a medical condition, I have the financial resources readily available to seek out the best treatment in the world
I am not confident that if I became disabled for a period of time, my coverage is adequate and our lifestyle would not suffer greatly
I am confident that if I became disabled for a period of time, my coverage is adequate and our lifestyle would not suffer
I am not confident that I have prepared well for my child's education plans
I am confident that I have prepared well for my child's education plans
I do not budget my cash flow well and find it difficult month to month
I do budget my cash flow well and do not find it difficult month to month
I am not confident that my assets will be passed in the most effective way possible to my heirs
I am confident that my assets will be passed on in the most effective way possible to my heirs
I am not happy with the financial advice I have received from my other Advisor
I am happy with the financial advice I have received from my other advisor

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