Completing this questionnaire will allow to compare your results with others.
A good financial planner will first have you go through life planning.If a goal is set, a plan can be developed to hit it.
Answer each question and compare your results with others.
A map of the road ahead will help you find important resources to get where you want to go.
Here are the stages we see. As you click through these four stages ask yourself where you are in this journey. Knowing where you are now will help you to define the most important next steps.