Financial Plan:
Please complete the following questions before our first meeting. This will help us get to know
where we stand and where we want to to be. #GroupEconomics
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What are your short-term goals? *less than a year
What are your intermediate-term goals? *2-9 years
What are your long-term goals? *10+ years
How long is your time horizon for these goals?
What type of assets do you want to own or learn more about?
What’s more important to you? (Safety, Growth, Income)
October Meeting Goals
1. Open a Brokerage or IRA
2. Research on US Treasury Bonds