Personal Affairs

    Regardless of whether or not you choose to work with CORE Financial, we strongly encourage you to contact a qualified professional if any items from the questionnaire require attention.

    Complete the following questionnaire to help you determine if any action should be taken regarding the financial preparedness of your personal & family affairs.  If you would like us to contact you regarding any of the items below, please submit your contact information at the bottom of the page.

        1.) I have a financial plan in place that is updated annually.
        YNNA
        2.) I am confident that my (our) retirement funds will be adequate, even if I (we) live a long time.
        YNNA
        3.) My current debt load is manageable.
        YNNA
        4.) I currently have a satisfactory, systematic savings plan.
        YNNA
        5.) My income is protected in the event I'm sick or hurt and cannot return to work.
        YNNA
        6.) Income to my spouse and/or family is assured in the event of my death.
        YNNA
        7.) I am maximizing my savings within my employer's tax-favored retirement plan.
        YNNA
        8.) I am satisfied with my current investment strategy and the tax efficiency of my investments.
        YNNA
        9.) I have an updated will & trust that details the disposition of my estate in the event of my death.
        YNNA
      10.) I have a living will and power of attorney in place.
        YNNA
      11.) I am interested in helping my children/grandchildren achieve their educational goals.
        YNNA
      12.) My parents require (or will require) financial support in the future.
        YNNA
      13.) A plan is in place to distribute assets at death to minimize tax and maximize wealth to my heirs.
        YNNA
      14.) I anticipate making charitable contributions in the future.
        YNNA

      Provide your information below if you would like us to contact you (you can find our privacy policy HERE).

      Your Name (required)

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      Contact Number

      Subject: Personal Affairs

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