Financial Picture and Mindset

 
To what extent do you agree or disagree with the following statements.

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* 1. What is your first and last name?

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* 3. What age range do you fall into?

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* 4. I am able to support my lifestyle based on my financial decisions.

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* 5. I recognize how my financial decisions can be affected by a number of factors (e.g. emotions, beliefs, etc.)

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* 6. I understand how I stand in respect to all of my assets and liabilities.

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* 7. Financial decisions and cash flows cause difficulties in my life. (e.g. worry, anxiety, and stress)

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* 8. I know what my financial goals and strategies are and how to attain those goals.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Strategic Wealth Group RIA, LLC, a registered investment advisor. Strategic Wealth Group RIA, LLC and Strategic Wealth Group are separate entities from LPL Financial

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