0% Complete

Of the following, which is your highest financial priority?
1

(choose only one)
20% Complete

How are you addressing your priorities?
1

(choose only one)
40% Complete

What is the biggest thing keeping you from achieving your financial priorities?
1

(choose only one)
1 / 5 I’m fully confident with my current strategy
2 / 5 I invest but don’t track my investments against goals
3 / 5 I meet with a financial advisor but not regularly
4 / 5 I’m saving money but not investing it
5 / 5 I have more important things to worry about
60% Complete

Of the following, what are you most looking for when picking an advisor?
1

(choose only one)
80% Complete

How do you feel about your current financial plan?
1

(choose only one)

Get Tips to Create Your Life-Minded Wealth Financial Plan

Wescott’s Life-Minded Wealth Planning Guide is a helpful tool that describes how to use your financial mindset to help balance your financial assets. Use the tenets in this guide to make sure you’re trending toward a strong financial future.

Click Here to Download the Life-Minded Wealth Planning Guide

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