"Life is full of transition . . . we help with the financial ones."


Do periodic expenses often take you by surprise?                                 __________


How many times per month do you overdraw your account?           __________

 
Are you often concerned or worried about your finances?                __________

 
How much is in your emergency fund?                                                    __________

 
Do you have non-mortgage debt? If so, how much?                             __________


Are you currently using a monthly budget plan?                                  __________

 
Do you have a plan for funding larger purchases?                                 _________

 
If necessary, are you saving for college expenses?                                 __________


Are you investing at least 15% of your income for retirement?         __________

 
How much money will you need to retire?                                               __________


Are you an active giver?                                                                                  __________

 
Do you have a will or an estate plan?                                                         __________


How much life insurance do you have?                                                     __________


How much life insurance do you need?                                                     __________

(8 - 10 times Annual salary)



What are your financial goals?  
 





                                                                                 

If focus is what you need then take a few minutes to answer the questions below.  Your answers should help you evaluate those areas needing time and attention.  It should also highlight those in which you are doing well.


If you have questions, please contact us and we will respond promptly !


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