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Questionnaire
Your report
MY INCOME AND EXPENSES
- Money management
- Emergency fund
- Reducing debt
MY RISKS
- PROTECTION:
- Family
- Critical illness
- Permanent injuries
- Property
MY ASSETS
- Building savings and wealth
- Personal wealth management
- Withdrawal of funds
MY FUTURE
- PLANNING:
- Comfortable retirement
- College fund
- Real estate purchase
- Health care in retirement
- Other goals
PERSONAL FINANCE QUADRANT©
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