Financial Planning, Pensions Advice, Financial Adviser Dunfermline, Fife, Edinburgh and Central Scotland

Tuesday 16th October 2018

To help us assess your current position, please complete the scorecard below. Rate your score for each question from 1 to 10 – where 1 is no and 10 is yes.

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QUESTION 1: FINANCIAL ORGANISATION
'We feel we are financially well organised'


QUESTION 2: FINANCIAL PLANNING
'We have a clear written financial plan'


QUESTION 3: FINANCIAL REVIEWS
'We have regular, useful reviews of our financial situation to keep us on track'


QUESTION 4: CATASTROPHE PLANNING
'If a catastrophe occurred we have a plan in place to ensure we will still reach our financial goals'


QUESTION 5: PLANNING FOR RETIREMENT
'We know that we can enjoy the lifestyle we desire when we stop working'


QUESTION 6: FINANCIAL INDEPENDENCE
'We know exactly how much wealth we need to have to be and remain financially independent'


QUESTION 7: INVESTMENTS
'We know exactly where we are invested, the investment risk we are taking and the investment returns we are getting'


QUESTION 8: TAX
'We are happy with the amount of tax we pay'


QUESTION 9: INHERITANCE
'We are certain that our family will inherit as much as possible when we die'


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