Hopes, Dreams & Goals

Click to download a printable pdf version of this form.

1. What goals do you have in life for you? Your family?

2. What events will happen in your life in the next 5 years? 10 years? 20 years? For example: moving to a new home, a wedding, a career change, someone going to post-secondary education, retirement, a new vehicle, renovations, other.

3. What legacy do you hope to leave behind for your children and your community?

4. Do you know what the biggest expense in your lifetime will be? If so, what is it?

5. What does working with a financial advisor mean to you?

6. What are some of the key causes of bankruptcy? What tools can you use to ensure you avoid bankruptcy?

7. Have you checked your credit score? Why is your credit score important? How do you check it?

8. Is privacy for your estate important to you?

9. Do you need a will?

10. Do you need a Power of Attorney?

11. How much money do you need to retire?

12. How much life insurance do you need?

13. How much money do you need to save for your kids’ education?

EMAIL - IF you wish us to follow up with you, please enter your email and other contact info. *

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THIERMAN FINANCIAL IS DEDICATED TO HELPING YOU TO FIGURE OUT WHAT RESOURCES YOU NEED TO TURN CHALLENGING LIFE STAGES INTO PERSONAL MILESTONES. IF YOU WERE UNSURE OF ANY ANSWERS, YOU COULD BENEFIT FROM COMPLETING A FINANCIAL PLAN WITH A FINANCIAL ADVISOR. SPEAK TO US ABOUT STARTING YOUR FINANCIAL PLAN TODAY! - Thierman Financial - #1-210 15th Street East, Prince Albert, SK S6V 1G2 - 1.306.922.2577 - tf.reception@sasktel.net

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