Cash Flow Assessment

1. Which best describes your current employment situation?

2. What are your top areas of financial concern?

3. Would you like an invitation to “The True Cost of Forgotten 401(k)s” Financial Seminar?

4. Rate your experience or understanding of financial products and investments.

5. Do you enjoy reading financial topics and researching specific assets?

6. Do you have time to monitor, evaluate, and make periodic changes to your portfolio?

7. Have you worked with a financial professional before?

8. What percent of loss in your overall investment portfolio would start to cause you considerable discomfort?

9. How confident are you about hitting your retirement savings goal/target on time?

10. How much have you saved for retirement so far?