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The Altium Wealth Management SolutionTM Scorecard

Comprehensive Wealth SolutionTM Scorecard
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Exit Survey
 
We have a clear and well defined vision of our financial future.
Strongly Disagree Disagree Uncertain Agree Strongly Agree
 
 
 
We are aware of and take advantage of all the opportunities and financial products that will work best for us.
Strongly Disagree Disagree Uncertain Agree Strongly Agree
 
 
 
We have an efficient financial plan with products that fit together and serve our goals.
Strongly Disagree Disagree Uncertain Agree Strongly Agree
 
 
 
We have a step-by-step action plan to protect our lifestyle and our financial assets.
Strongly Disagree Disagree Uncertain Agree Strongly Agree
 
 
 
We have a financial strategy to create more wealth from the money we earn.
Strong Disagree Disagree Uncertain Agree Strongly Agree
 
 
 
We have a clear vision of our financial goals.
Strongly Disagree Disagree Uncertain Agree Strongly Agree
 
 
 
We are aware of all our risk factors and have taken steps to protect ourselves and our finances.
Strongly Disagree Disagree Uncertain Agree Strongly Agree
 
 
 
We have developed an effective system to measure our progress.
Strongly Disagree Disagree Uncertain Agree Strongly Agree
 
 
 
Our financial strategy ensures that we have enough money to protect our lifestyle and family.
Strongly Disagree Disagree Uncertain Agree Strongly Agree
 
 
 
We are confident about our financial future.
Strongly Disagree Disagree Uncertain Agree Strongly Agree