Page 17 - Financial Life Inspection -DEMOv4
P. 17
Investments
Top Concerns Addressed
Is my investing strategy on track?
Are my investments too risky?
What exactly do I own?
What should I be investing in within
my accounts?
Am I paying commissions or
unnecessary fees for investment
management?
Cash Flow
Top Concerns Addressed
At what income level am I financially
free?
How stable are my income sources?
Do I have enough guaranteed income
to cover my expenses in retirement?
Do I have enough saved for
emergencies?
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