Free Goals Assessment

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Question 1

Estate Planning - Life Insurance Protection – Business Succession

If you were to die today, what would your family or survivors situation be?

Question 2

Budgeting – Investments – Risk Protection – Savings

Do you have a handle on your cash flow, investments (including retirement) and a plan to deal with emergencies?

Question 3

Pursuing a Dream – Retirement – Debt Management

How do you feel about your future?

Question 4

Family Support – Education – Charity

Are there individuals and/or interests you want or need to support?

Question 5

Life Changes – Starting a Business or Career Change – Education

Are there changes in your life that you would like to pursue or for which you need to prepare?

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Total Points

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.

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