Financial Snapshot

Get your free financial snapshot by filling out the details below. I'll follow up with you to discuss your results.

15 Question Snapshot

Do you have a will?*

YesNoI don't know

Do you have a power of attorney for both healthcare and property?*

YesNoI don't know

Do you have dependent children?*

YesNo

Have you created a retirement income projection to see if you are on track to retire when you want and to afford the lifestyle you desire?*

YesNoI don't know

Have you ever had a calculation performed to determine what the right amount of life insurance coverage is for you?*

YesNoI don't know

Do you have an emergency fund that is adequately funded?*

YesNoI don't know

Do you carry a balance on any credit cards?*

YesNoI don't know

Have you checked your credit report in the last 24 months?*

YesNoI don't know

Have you analyzed your debts to minimize interest charges?*

YesNoI don't know

If you were to lose your ability to earn an income through an accident or illness, do you have strategies in place to minimize the disruption to your living standard?*

YesNoI don't know

Do you have an up to date budget?*

YesNoI don't know

Do you have a written plan for how your investment portfolio should be managed?*

YesNoI don't know

Do you have a plan to minimize the amount of taxes you will pay over your lifetime?*

YesNoI don't know

Do you know how much you are paying for financial advice and/or financial products?*

YesNoI don't know

Which one area is most important to you today?*

Your First Name*

Your Last Name*

Email Address*

Phone Number (Optional)

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