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* 1. In terms of financial organization, I feel:

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* 2. I would consider myself more:

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* 3. The amount of money I am saving each year is probably:

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* 4. Paying for some or all of my children’s college tuition is something:

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* 5. I understand that college funding and retirement planning are directly linked, or in other words, that if I didn’t pay for college my retirement income would be bigger

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* 6. If given the option, I’d prefer:

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* 7. In retirement, it is more important for me to have:

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* 8. Leaving a legacy to family, loved ones, and organizations when I’m gone is:

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* 9. In regards to taxes, I am generally:

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* 10. I have an immediate need and that need is:
Select all that apply

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* 11. What is your current profession?

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* 12. Contact Information

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* 13. Best time of day to reach you

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* 14. If we have people in your area that are actively looking for YOUR services, are you accepting new clients now?

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