FDL Client Checklist Form

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First Name *
Last Name *
Address *
City *
State *
ZipCode *
Phone Number * i.e., 555-555-5555
Email * i.e., jdoe@yourdomain.com
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Are you saving money?
Do you know how much you spend each month?
Do you pay all of your bills on time?
Is your net worth improving over time?
Do you have a satisfactory credit rating?
Do you have enough medical insurance?
Do you have enough life insurance?
Is 100% of your salary covered if you become disabled?
Are your investments properly diversified?
Do you invest according to your risk tolerance?
Do you have a growth component (stock/stock fund) in your portfolio?
Do you learn as much as you can before you invest?
Do you review your investments regularly?
Do you file tax returns on time?
Are you concerned about reducing taxes?
Do you have a will?
Have you consulted an attorney regarding estate planning?
Do you invest on a regular basis?
Do you know how much money you will need to live on when you retire?
       
 
 
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