This document is a financial life checkup questionnaire that asks the individual to rate their satisfaction level with various financial areas on a scale of 1 to 5. It covers cash flow management, risk management and investments, financial management and estate planning, education, and qualitative issues. The individual is asked to provide their name, date, phone number and email at the top.

1. Name:
Date:
Phone:
email:
Financial
Life Checkup
To help us clearly understand your needs, please take a moment to read through this list and indicate your satisfaction level
for each.
LEAST MOST
1 2 3 4 5
CASH-FLOW MANAGEMENT
1. with my ability to meet my financial obligations
2. with the income my current job or career provides me
3. with my spending habits
4. with the spending habits of my family members
5. with managing my debt
6. with managing to maintain an adequate emergency fund
SATISFACTION LEVEL
RISK MANAGEMENT / INVESTMENTS / BENEFITS
7. with the amount and types of insurance protection I currently have
8. with my ability to protect my current cash flow
9. with the amount of money that I save and invest on a regular basis
10. with my ability to meet short-term financial goals
11. with my ability to meet my long-term financial goals under my current financial plan (education, retirement, etc.)
12. with the level of employee benefits I receive
MANAGEMENT / ESTATE / EDUCATION
13. with my personal financial record keeping and management
14. with my ability to manage my financial plan
15. with my plan for protection/transfer of my assets
16. with my income and/or estate tax reduction strategy
17. with my level of charitable giving
18. with my current level of financial education
QUALITATIVE ISSUES
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We are committed to keeping personal information confidential. The information collected above may be used by Investors Group and shared with its affiliates
to inform you on investment opportunities, provide additional financial information from time to time, and for other internal purposes.
Insurance products and services distributed through I.G. Insurance Services Inc. (in Quebec, a Financial Services Firm). Insurance license sponsored by
The Great-West Life Assurance Company (outside of Quebec).
Investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm) and Investors Group
Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund.
©2000-2009, Financial Life Planning Institute Inc. Used under license by Investors Group.
“Financial Life Checkup” ©2009 Investors Group Inc. C3702 (08/2009-W)
■ Investors Group Financial Services Inc.
(in Quebec, a financial services firm)
■ Investors Group Securities Inc.
(in Quebec, a firm in financial planning)
19. with how I respond or react to difficult financial circumstances
20. with my ability to maintain my current lifestyle (cash flow)
21. with my ability and willingness to communicate about finances
22. with the level of meaning my finances bring to my life
23. with how my finances affect my personal relationships
24. with the overall relationship I have with my financial advisor