Preliminary Self-Assessment

Brief Self-Assessment

How can we help you build a strong financial future?

Start by telling us how your finances look to you right now. Pick the statement below that comes closest to the way you feel about your family's financial condition:

"I am worried about having enough cash to get by and/or how to dig my way out of debt. I'd like help figuring out the specific steps I need to take to find my way through a tough time. I want to set myself on a solid path for the future."

"I am concerned about my savings and investments, and would like to review them in detail to see what specific changes I can make to strengthen my situation in the future."

"I need to find out where I stand in preparing for retirement, and to learn what I need to do in the future to reach my retirement goals."

"I feel like we are in pretty good shape financially, but I'd like to learn more about any financial tools and techniques that might be helpful to me. I want to make sure that 'what I don't know' doesn't hurt me!"

"None of the above describes my most pressing concern, see my comments below."

E-mail:

Name:

Phone:

Employer:

(Your employer may subsidize CBFP services)

Comments:

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Thank you.


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