You may feel like you are financially prepared for the future, but are you really? Here is a financial planning questionnaire you can use to determine how prepared you are. Keep in mind, these are just a few of several steps you should be prepared to take toward financial preparedness.
Test out your future preparedness by taking this financial planning questionnaire
- Have you identified your financial goals for the future? — One of the first questions you should ask yourself is whether you have thought about your goals for the future. Where do you want to be, financially, in the next five years? What about the next 30?
- Do you have an investment plan? — Another question to ask yourself is if you have planned for investments. Do you have investments at present? Is your portfolio diversified? What kinds of investments are you able to make currently? If you feel like you cannot confidently answer this part of the questionnaire, you should take some time to research your options further or speak with a CERTIFIED FINANCIAL PLANNER™ professional.
- Are you utilizing your company’s 401(k)? — To support your future preparedness, have you maxed out your company’s 401(k) matching plan?
Do not rely solely on a financial planning questionnaire. Talk to a ProVise CFP® professional about your future preparedness
At ProVise Management Group, our CERTIFIED FINANCIAL PLANNER™ professionals can get to know you and your current financial circumstances, goals, risk tolerance and personal values to help you develop a plan that works for you. We can also create a written plan for you at a fiduciary standard of care. All our written plans come with an unconditional money-back guarantee. If you are unhappy with your written plan, you can return it to us, and we will refund 100% of the fee paid. That’s how confident we are in our financial management services. If you feel like your financial situation could use some improvement from a professional, do not wait to reach out to someone on our team today.
Are you ready to talk to a professional about your future preparedness? Do not just take it from a financial planning questionnaire. Contact ProVise today to schedule a complimentary consultation.