Find Your Financial Footing
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Questions and Answers

What is the purpose of the pre-consultation questionnaire?

  • To collect information before a consultation (correct)
  • To provide personal financial advice
  • To ask about hobbies and interests
  • To sell financial products

    • Which of the following is NOT a financial goal listed in the questionnaire?

  • Saving for children's education
  • Investing in stocks (correct)
  • Paying off debt
  • Saving for retirement

    • What is the purpose of the 'Other' option in the financial goals question?

  • To confuse the person filling out the questionnaire
  • To provide an opportunity to list additional financial goals (correct)
  • To exclude less common financial goals
  • To limit the number of options to choose from

    • How did the person filling out the questionnaire hear about the financial consultation service?

    <p>Through a friend or family member</p> Signup and view all the answers

    What should the person filling out the questionnaire do if there is additional information they would like to share before the consultation?

    <p>Share it in the questionnaire</p> Signup and view all the answers

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