Goals & Concerns
What's important to you?
Name
*
First Name
Last Name
IMPORTANCE
*
Low
Medium
High
Learning to invest wisely
1
2
3
Paying off debts/mortgage
4
5
6
Staying ahead of the cost of living
7
8
9
Developing a financial reserve
10
11
12
Family income protection in case of death, disability or critical illness
13
14
15
Surviving possible unemployment
16
17
18
Reduce my income taxes
19
20
21
Plan for leisure activities (travel, boat, RV, etc.)
22
23
24
Plan a major purchase (home, cottage, vehicle, etc)
25
26
27
Owning my own business
28
29
30
Paying for my child's/grandchild's education
31
32
33
Retiring early and comfortably
34
35
36
Ensuring my funds last through retirement
37
38
39
Preserving my estate for beneficiaries
40
41
42
Charitable giving
43
44
45
Short term financial goals (0 - 5 years)
*
e.g. upgrading your home, paying for a wedding, etc.
Long term financial goals (5 - 15 years)
*
e.g. selling your business, buy a vacation property, etc.
Your Retirement Vision
*
Imagine you are retired. You wake up, get out of bed, where are you? What do you do first? What do you eat? Who is there? What are you regularly doing for fun? Are you travelling, and if so, how often? Do you have a boat, vacation property, a garden, etc? Are you married? Do you spend lots of time with family? What are your hobbies? How big is your home?
What are your top concerns regarding your financial well being right now?
e.g. Will I have enough to retire? What happens to my family if I die? How much tax am I going to pay when I sell my business?
Submit
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