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.

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

Learning to invest wisely:
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Paying off debts / mortgage:
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Staying ahead of the cost of living:
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Developing a financial reserve:
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Family income protection in case of death, disability or critical illness:
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Surviving possible unemployment:
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Reduce my Income Taxes:
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Plan for leisure activities (travel, boat, RV, etc):
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Plan a major purchase (home, cottage, vehicle, etc):
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Owning my own business:
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Paying for my child's / grandchild's education:
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Retiring early and comfortably:
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Ensuring my funds last through retirement:
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Preserving my estate for beneficiaries:
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Charitable giving:
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Additional Notes

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