Take The Survey
Anyone concerned about their personal or family’s financial future is a candidate for Personal Financial Planning. It is a mistake to think that you may not be ‘rich’ enough to need planning. Truth is, the less you have, the more the need for sound financial planning because the ‘cost’ of a mistake is proportionately greater in your life.
The following questionnaire will help you evaluate your need for Personal Financial Planning. Hopefully, by taking an objective look at both the dollars and sense of Personal Financial Planning in terms of your current and future financial needs, you will be able to reach the appropriate conclusion.