Congratulations, On Taking a Huge Step in Making Your Financial Future a Stress Free One!
Below, you'll find the download link for the "Pressure Test!"
If your score is one that shows you're Financial Plan is not as Rock Solid as you want or thought and you'd like to have a Complimentary Confidential conversation about what it means and what you might be able to do to strengthen it, we'll be happy to help you with that.
Of course you could go back to your current advisor to discuss it with them. Before you do that, you might want to stop and think about who has guided you to the point where your current plan isn't what you want it to be, would it make sense to go back to the same person that got you here or would it make more sense to have a new pair of eyes take a look at it? Just some food for thought.
- Save it to your computer under a name and in a file you'll easily remember.
- The form is designed to complete on your computer.
- It automatically keeps track of your score.
- Once you've completed the "Pressure Test" save it under a different name.
- Please share the initial form you saved, it won't have your answers in it. After all, you want that to be private, right?
If your score is one that shows you're Financial Plan is not as Rock Solid as you want or thought and you'd like to have a Complimentary Confidential conversation about what it means and what you might be able to do to strengthen it, we'll be happy to help you with that.
Of course you could go back to your current advisor to discuss it with them. Before you do that, you might want to stop and think about who has guided you to the point where your current plan isn't what you want it to be, would it make sense to go back to the same person that got you here or would it make more sense to have a new pair of eyes take a look at it? Just some food for thought.
| pressure_test.pdf |