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| Developing and maintaining a financial plan is |
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| Having a current Will, Personal Directive and Eduring Power of Attorney is |
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| Planning for our childrens education is |
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| Proper and adequate income protection is |
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| Setting and achieving goals is |
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| Upon death, sickness or injury, maintaining my family's standard of living is |
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| Eliminating debt as quickly as possible is |
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| A diversified investment portfolio is |
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| Having a professional advisor in the areas of Investment, Estate and Insurance matters is |
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Please complete this quick survey prior to our planning meeting. The nature of the questions will tell you specifically the type of work that I do.
Your answers will tell both of us how we should proceed from here and will show us which direction to take our meeting.
Thank you for taking the time to complete this survey. I look forward to meeting with you.
Serena Rohrer
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