GIVE US 7 CLUES TO GET YOU STARTED

    1. What is your age range?

    2. Are you married?

    3. Do you have children under 18?

    4. Do you have an advisor?

    5. What impactful events are you dealing with right now? Check all that apply

    6. Do you currently have investable assets?

    7. Do you have estate planning documents. Check all that apply.