Goals and Concerns

    What's important to you?

    To help us clearly understand your needs, please take a moment to read through this list and tell us which items you'd like to focus on today.

    Full Name *
    Date *
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    Please click on the level of importance for each item listed:

    Learning to invest wisely:
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    Notes

    Paying off debts / mortgage:
    lowmediumhigh
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    Staying ahead of the cost of living:
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    Developing a financial reserve:
    lowmediumhigh
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    Family income protection in case of death, disability or critical illness:
    lowmediumhigh
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    Surviving possible unemployment:
    lowmediumhigh
    Notes

    Reduce my Income Taxes:
    lowmediumhigh
    Notes

    Plan for leisure activities (travel, boat, RV, etc):
    lowmediumhigh
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    Plan a major purchase (home, cottage, vehicle, etc):
    lowmediumhigh
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    Owning my own business:
    lowmediumhigh
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    Paying for my child's / grandchild's education:
    lowmediumhigh
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    Retiring early and comfortably:
    lowmediumhigh
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    Ensuring my funds last through retirement:
    lowmediumhigh
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    Preserving my estate for beneficiaries:
    lowmediumhigh
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    Charitable giving:
    lowmediumhigh
    Notes

    Additional Notes

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