Free Goals Assessment

The purpose of the goal assessment questionnaire is to determine extent of financial planning you need. You can submit this questionnaire online or you can manually take it off line and call Thomas Bustamante to discuss the benefits of financial planning.

Please answer the following questions so we can be better prepared to work with you.

Are you a New Mexico resident?

Question 1

Estate Planning - Life Insurance Protection – Business Succession

Question 2

Budgeting – Investments – Risk Protection – Savings

Question 3

Pursuing a Dream – Retirement – Debt Management

Question 4

Family Support – Education – Charity

Question 5

Life Changes – Starting a Business or Career Change – Education

Please do not include any financial information or other sensitive materials.

0-2 : You are in great financial shape. Only minor planning adjustments may be needed.
3-6 : Your financial situation is in place in many areas, however specific areas need to be addressed.
7-10 : A comprehensive plan would be beneficial.

If you are an non-New Mexico resident, BFP must review your state regulations prior to providing advice. Please send complete "contact me" information so that we can review your state securities regulations.