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Question 1
1
What motivated you to seek financial planning guidance?
Choose as many as you like
Key
A
Major life event (e.g. new grandbaby, divorce, wedding, medical costs)
Key
B
Recent financial windfall (e.g. inheritance, sold my company, won the lottery)
Key
C
Ready to start planning for retirement
Key
D
Currently retired and want to make sure my money lasts
Key
E
Need help coordinating all my scattered accounts and investments
Key
F
I'm unhappy with my current financial advisor
Key
G
Other
