“Is SFP a good fit for me?”

When it comes to financial planning, you have many choices.

This quiz will help you determine whether SFP is a good fit for you.

You may choose to be sent a free evaluation report summarizing the results of this quiz.

As you take the quiz, choose the one answer that is most appropriate for you.

1. What kind of investment guidance are you looking for?:

2. What is the purpose of financial planning for you?:

3. Where does the bulk of your assets lie?:

4. What will you rely on for retirement?:

5. What kind of investments do you like best?:

6. What kind of person are you? :

7. What makes you think about money?:

8. What is going on in your life right now?:

9. Of these choices, which kind of financial advice are you most interested in::

10. What kind of credentials appeal to you most in a financial advisor?:

11. How would you expect to work with a financial advisor?:

12. On what time frame do you want to work with a financial advisor?:

13. What kind of fee structure makes the most sense to you?:

14. What kind of financial advisor do you want to work with? :

15. What is the most important thing for you to get out of a financial planning engagement? :

16. How soon would you like to get started with a financial planning engagement?:

17. What are the three biggest areas that you are wanting to improve?:

18. What three things are you most loving in your life?:

19. What three things that you are most tolerating or putting up with in your life?:

20. If you could have more of ONE thing in your life right now, what would it be?:

21. Please send my FREE customized quiz report:

Yes

22. I would like to receive feedback/coaching on my evaluation report. Please send my referring coach Margaret Smith a copy of my quiz report and contact details.:

Yes, By Phone

Yes, By Email

23. Full Name : *

24. Email (your report will be emailed to this address) : *

25. Phone:

26. Country: *

27. Comments/Feedback/Suggestions :

I have read and agree to the terms and conditions of this service:

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“Is SFP a good fit for me?”