Working with Team LFA

1. Do you save at least 10% of your monthly income?:
    Yes No

2. Do you pay off your credit cards each month?:
    Yes No

3. Do you systematically track your finances?:
    Yes No

4. After your taxes are prepared, do you feel like you have taken all the deductions you are entitled to?:
    Yes No

5. Have you had a tax-planning appointment with a professional in the past year?:
    Yes No

6. Do you have a current will, and-if so-have you reviewed it in the last five years?:
    Yes No

7. Has your life insurance policy been reviewed in the past five years by an objective professional?:
    Yes No

8. Have you written out your long-term goals?:
    Yes No

9. Are your investments structured to meet your long-term goals?:
    Yes No

10. Are you satisfied with the return on your portfolio?:
    Yes No

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Note: Neither the submission of this information, nor your request for information implies the existence of a Financial Advisor relationship. Such a relationship does not exist until there is a signed agreement between a client Lighthouse Financial Advisors, Inc. Click here for our legal information.