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Financial Planning Questionnaire - Financial Planning QuestionnairesThis workbook is designed to help you collect and organize the information needed to develop your. Comprehensive Financial Plan, and will include your goals and. List your personal financial goals, both short (within 5 years) and long (5+ years) term: i.e., funding college, new home, home repair/remodel, relocation. Personal Details. 3. Lifestyle and Financial Goals. 5. Investment Preferences. 7. Income Expenditure Analysis. 8. Assets and Liabilities.
