The Life Plan Process by Gerry Miller
The Life Plan Process
 
Get Started!
 
Please take a minute and fill out this short questionnaire. You are under no obligation. We will analyze your information and send your results by email. (If you do not have an email address or have other questions, please call us at 608-661-1200.)
 
Name:
Email Address:
Phone (optional):
 
1. Do I have a clear vision of my future?
  Yes No
   
2. Do I have clear financial goals?
  Yes No
   
3. Do I have a step-by-step action plan to achieve my life goals?
  Yes No
   
4. Do I have an estate or retirement plan based upon my individual needs?
  Yes No
   
5. Is my business plan organized?
  Yes No
   
6. Have I reviewed all the tools which could help me achieve my vision?
  Yes No
   
7. Do I have an integrated team of advisors working towards my life goals?
  Yes No
   
8. Do I have enough time for myself and my family?
  Yes No
   
9. Do I have as much confidence in the future as I would like?
  Yes No
   
    
 
 
For information about The Life Plan Process™ call 608-661-1200
 
Copyright © 2005 - 2018, GMA LLC. All Rights Reserved.