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Financial Planning Questionnaire
Often it can feel overwhelming, the idea of sitting down to sort out your financial situation and build a financial plan. Maybe you are hesitant to meet with an advisor, like us, when you are not sure really what you are looking for or where to begin.
RazorPlan is the full-suite financial planning software that we use at Foundation. One of the helpful features of the software is a quick little questionnaire that allows you to asses your financial situation and top priorities on a high-level basis. The information is provided to you right away and it is then up to you if you want to connect with us to further the discussion or ask any questions you may have.
If this is something you're interested in, click the link below to get started!