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Financial Forecast

Welcome. You’re probably here because you have an active interest in your finances. As it turns out, so do we! Before we can tell you how to save, invest or manage your money otherwise, we need to know a little bit – ok… a lot – more about you. But don’t worry. All information you give us will remain confidential and will be used solely for the use of your Financial Forecast. So, fill out the following questionnaire and let’s find out what your Financial Forecast is!

Let's get started.
Pick the character that best represents you.
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Great.
Now how old are you? (We won't tell.)
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You knew this day would come.
Time to define the relationship.
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They're the apple of your eye,
so tell us about your kids.
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No kids? Not to sound like your mother, but are you planning on having any?
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There's no place like home.
Where is yours?
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Perfect. Do you rent or own?
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Do you plan to own?
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By land, by sea, or by both?
Tell us how you get around.
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No vehicles? Not to sound like your mother, but are you planning on purchasing one?
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How long did you hit the books?
Tell us about your educational background.
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How many hours do you
clock in weekly on the job?
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Let's talk business.
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Business Owner?
Are you planning to or do you currently own a business?
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If you've managed to become your own boss,
(and wouldn't we all like that)
tell us how many people you employ.
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Another day. Another dollar.
Give us an idea about your annual salary.
Drag the money bag to your approximate income.
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Tell us about your nest egg.
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How do you make the most of your money?
Check the boxes if they apply to you
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Any credit card or student loan debt?
Check or uncheck your check.
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Would you consider yourself a risk taker?
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In social settings you're
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You have a financial decision to make.
What's your attitude going into it?
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You are a
Your Persona Quiz Title

When it comes to making decisions about your money, you come at it from every angle. Every detail is examined and scrutinized. After all, you don’t want to make a mistake, right? Investment options can make you wary. It probably comes as no surprise to you that investing and money management are not your strong suits.

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