Raines & Company

Questions marked with an * are required

I have a clear and well defined vision of my financial future.

I am aware of and take advantage of all the opportunities, financial strategies and products that will work best for me.

I have an efficient financial plan with strategies and products that fit together and serve my goals.

I have a step-by-step action plan to protect my lifestyle and financial assets.

I have a financial strategy to create more wealth from the money I earn.

I have a clear vision of my financial goals.

I am aware of all my risk factors and have taken steps to protect myself and finances.

I have developed an effective system to measure my progress.

My financial strategy ensures that I have enough money to protect my lifestyle and family.

I am confident about my financial future.

We welcome your comments and suggestions.