Use the following questionnaire to interview your existing financial advisor, broker, financial planner or any prospective advisor you may be considering. It is paramount that you get answers to all of these questions in writing to assure you are working with a Financial Fiduciary who assures you that any and all advice provided to you is truly in your best interest.
Financial Life Check-Up
Get a better handle on your financial well-being by completing this financial life check up. We will send you a summary of your answers along with the opportunity to schedule a 30 minute discovery call to address areas of high satisfaction and low satisfaction in your financial life and ways in which you can address certain aspects in order to improve your financial life.
What is Your Return on LifeTM?
Learn how to live the best life possible with the money you have.