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Personal Financial Assessment
Understanding The Financial Situation of Families
Note: Financial Adviser will call you to translate the Assessment Result.
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* Indicates required question
1.
Do you love your family?
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Yes
No
2.
Do you carry any significant financial responsibilities with growing children or aging parents?
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Yes
No
3.
Are you concerned about the future of your job or career?
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Yes
No
4.
Do you think there is a large number of people in our country who struggle financially and help to improve their financial situation?
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Yes
No
5.
Are you concerned about lack of savings or investment for your retirement or kid’s college education?
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Yes
No
Required
6.
Are you concern about too many bills or debts to pay?
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Yes
No
7.
Are you suffering from financial losses as a result of the recent economic downturn?
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Yes
No
8.
Are you concerned about not having enough protection in case of disability, long term illness or even death?
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Yes
No
9.
What is your ideal amount of money you would want to retire?
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Your answer
10.
What is your ideal retirement age?
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Your answer
11.
Do you want to learn more about how money works and how to build a stronger financial future?
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Yes
No
12.
Are you interested in making more money and increasing your cash flow?
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Yes
No
13.
Do you want to explore a new business career in the fast growing financial industry?
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Yes
No
Do you want to know the result of this survey?
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Yes
No
Name:
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Your answer
Mobile no:
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Your answer
Age:
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Your answer
Current City Location
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Your answer
Email add:
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Your answer
Who Share this Challenge to You?
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Your answer
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