Please take a minute and fill out this short questionnaire. You are under no obligation. We will analyze your information and send your results by email.   Name:     Phone:       Email Address:   1. Do I have a clear vision of my future?   Yes   No     2. Do I have clear financial goals?   Yes   No     3. Do I have a step-by-step action plan to achieve my life goals?   Yes   No       4. Do I have an estate or retirement plan based upon my individual needs?   Yes   No     5. Is my business plan organized?   Yes   No     6. Have I reviewed all the tools which could help me achieve my vision?   Yes   No     7. Do I have an integrated team of advisors working towards my life goals?   Yes   No     8. Do I have enough time for myself and my family?   Yes   No     9. Do I have as much confidence in the future as I would like?   Yes   No