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 have a working budget/cash flow plan in place.
      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 confident that my (our) retirement funds will be adequate, even if I (we) live a long time.
      YNNA
      9.) I am satisfied with my current investment strategy and the tax efficiency of my investments.
      YNNA
    10.) I have an updated will & trust that details the disposition of my estate in the event of my death.
      YNNA
    11.) I have a living will and power of attorney in place.
      YNNA
    12.) I have made provisions for helping my children/grandchildren achieve their educational goals.
      YNNA
    13.) My parents enjoy a comfortable retirement and will not require financial support in the future.
      YNNA
    14.) A plan is in place to distribute assets at death to minimize tax and maximize wealth to my heirs.
      YNNA
    15.) I have made and/or will make charitable contributions in line with my most important values.
      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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    Subject: Personal Affairs

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