Financial Planning Checklist - Provest Wealth Strategies

Question 1 of 9

What topics would you like to learn about?

Please check all answers that apply.

Question 2 of 9

What is your primary financial priority right now?

Choose the one answer that fits best.

Question 3 of 9

When do you expect to retire?

Choose the one answer that fits best.

Question 4 of 9

Which retirement concerns would you like to explore?

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Question 5 of 9

What types of savings or retirement accounts do you currently have?

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Question 6 of 9

How important is protecting your savings from losses?

Choose the one answer that fits best.

Importance of Protecting Savings From Losses

Very important — I want to avoid losses where possible Somewhat important — some ups and downs are okay Less important — I’m focused on growth potential I’m not sure

Question 7 of 9

What kind of life insurance information would be helpful?

Please check all answers that apply.

Life Insurance Information Needed

Protecting a spouse or children Covering a mortgage or other obligations Life insurance that builds savings over time Protecting my business if a key person passes away Estate or legacy planning I’m not sure Not a priority right now

Question 8 of 9

Have you considered how you would pay for long-term care if needed?

Choose the one answer that fits best.

Long-Term Care Planning

Yes, I have coverage in place I have some savings set aside for it No, I’d like to learn about options I’m not sure

Question 9 of 9

Which estate or legacy topics interest you?

Please check all answers that apply.

Final Step

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PROVEST provides insurance planning and consulting only. We are not registered investment advisers and do not provide investment advice, portfolio management, or securities recommendations.