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Step
1
of 9
Are you benefiting from the current economy?
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Yes
No
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Have you been able to save/invest?
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Yes
No
Next
Are you currently invested in the stock market?
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Yes
No
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How long have you been investing?
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Just started
1 - 3 Years
More than 3 years
I haven't started
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Do you feel that concepts involving insurance, debt inflation, tax and other financial services are confusing?
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Yes
No
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How many sources of income to you have?
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One
Two
Three
Four
Five
Six or more
Next
What are you concerned about most?
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Too many bills or debt
Lack of savings for retirement
Lack of preparation for kids
Don't have anything invested
Current income
Next
Do you feel confident in your knowledge about your finances?
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Yes
No
Next
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