Financial Preparedness Quiz Question Title * 1. Do you have an emergency fund of at least 3 months of living expenses? yes NO Question Title * 2. Do you have written financial plan that is updated at least annually which details how your money is being directed to accomplish your short, intermediate, and long term personal, professional, and financial goals? Yes NO Question Title * 3. Will your current retirement plan contributions provide you with at least 70% of your current income in retirement? Yes NO Question Title * 4. If the primary income earner suddenly passes away will the family be in a stable financial condition? Yes No Question Title * 5. Do you work with a financial professional? If no, why? Yes No Other (please specify) Question Title * 6. Do you know what type of investor you are based on your risk tolerance? Yes No Question Title * 7. Does your financial professional meet with you regularly to: help you understand your statements, explain your investment activity, understand what's affecting your investment, & understand how they are overseeing your money? Yes No Question Title * 8. Are your investment returns keeping pace with the market? Yes No Unsure Question Title * 9. Would you like a professional opinion on what you can do to improve your financial preparedness? If yes, complete information below. Name Email Address Phone Number Done