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Good Question!

 
  • Attitudes and Values
    These are a series of questions to help you and us understand what is really most important about money to you. Concrete goals come from an awareness of your values. Click on this file to see it. You can print it out from the website.
  • MFA Questionnaire
    Clicking on this file will expand it. You can print it and fill it out as a tool to organize your financial facts and thoughts and to help us understand your circumstances.
  • Life in the Balance
    Instructions: Click on the file to open it. You can print this from the website. Place a dot in each of the wedges - close to the center if that area is under attended in your life, closer to the outside the more you feel that area of your life is already fulfilled.
 

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