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1.   Are you female or male? (R)

        I am female
        I am male

2.   Are you Married or Single - choose the option that best describes you: (R)

        I'm single with no kids under 18
        I'm single with kids under 18
        I'm married with no kids under 18
        I'm married with kids under 18

3.   Have you ever been divorced? (R)

        Yes, I've been divorced
        No, I've never been divorced

4.   Which choice best describes your work position? (R)

        I don't have a paying job outside the home
        I work in a blue collar position
        I work in an administrative position
        I work in a sales postion
        I work in management
        I'm an executive
        I own my own business

5.   How old are you? (R)

        18 - 29 years old
        30 - 39 years old
        40 - 49 years old
        50 - 59 years old
        60 - 69 years old
        70 - 79 years old
        80 + years old

6.   How much formal education have you had? (R)

        Never graduated from High School
        Received my G.E.D.
        Started college but no degree
        Received my Associates Degree
        Receved my Bachelors Degree
        Received my Graduate Degree
        Receive my Doctorial Degree

7.   Overall, how comfortable do you feel making financial decisions (including but not limited to your investment portfolio, 401(k) plan, IRA, mortgage, buying or leasing a car, asset protection, tax minimization, Insurance planning (health, life, long-term care), and legacy planning?) (R)

        I detest making making ANY financial decision
        Someone else makes all the financial decisions in our family
        I'm uncomfortable with MOST financial decisions
        I'm uncomfortable with SOME financial decisions
        I'm comfortable with SOME financial decisions
        I'm comfortable with MOST financial decisions
        I confidently make all financial decisions

8.   How knowledgeable do you feel you are regarding financial matters? (R)

        No knowledge nor do I care about financial matters
        No knowledge
        Some knowledge
        Average knowledge
        Above average knowledge
        Excellent knowledge
        Expert Knowledge

9.   I (we) have and follow a personal or family budget. (R)

        Yes, I/we have and follow a budget
        No, I/we don't have or don't follow a budget

10.   Who pays the bills in your household? (R)

        My signficant other pays most of the bills
        My roommate pays most of the bills
        A bookkeeper pays my bills
        My significant other and I share the bill paying duties
        I pay all/most of the bills

11.   Do you know how much you spend on non-discretionary things like your mortgage, insurance, utilities and groceries? (R)

        No idea
        Kind of
        Most things I know
        Yep, I know but don't have a record
        Yep, I know and could dig up the numbers
        I know down to the penny, and have it organized on computer

12.   If given two mutual fund names, how comfortable are you in analyzing them and picking the best one? (R)

        I'm getting a head ache just thinking about this
        Somewhat uncomfortable and I don't know where to start
        Somewhat uncomfortable and I'd do it anyway
        Fairly comfortable but need help
        Very comfortable but don't have the time
        Very comfortable and do it all the time
        Absolutely comforable and love it!

13.   What would you look for most in a financial advisor? (R)

        Professional Credentials such as a C.P.A or C.F.P. designations
        Certain number of years experience
        Referral from a trusted friend or family member
        Member of my Church / Synagogue / Sports Group / or other affiliation
        Someone I like and feel I could trust
        Someone with a nice office and friendly employees
        Someone who walks me through the process

14.   I (we) have a plan for retirement. (R)

        I'm too young to worry about retirement
        I'm planning on dying young, so no need
        No, I/we don't have a plan and I don't think we need one
        No, I/we don't have a plan but I think we need one
        Yes, I/we have a plan but I don't know what it is
        Yes, I/we have a plan but it's pretty old
        Yes, I/we have a current plan for retirement

15.   The following are examples of financial decisions I feel very comfortable making: (R)

     

16.   List your three most pressing financial concerns (R)

     

17.   List financial topics that you feel you know nothing about? (R)

     

18.   Tell me more about what financial topics you think you need more knowledge about (R)

     

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