• Silverstar Finance, Inc. • How's Your Financial Fitness? It's Important

Goals

But I'm not ready!?...When do you plan to start? Tomorrow, next month, next year, five years from now or when it's too late?

Just imagine how good you will feel when you have accomplished your dreams!

Note: Only your name is required but it's truly in your best interest to complete all of the fields

Your Future

Your Name: *

Your cell phone number:

Spouse/Partner's cell:

Your Silverstar Finance professional:

Not yet working with a Silverstar Professional? Select 'unknown'

How long do you plan to live in your current home?

How reliable is your paycheck?

Other:

Do you foresee a change in your financial obligations within the next 1-2 years?

Other:

Your Financial Habits

How would you best describe your financial philosophy?

Do you currently have a household budget or cash flow plan?

Other:

Do you only make the minimum payments due on your loans and credit cards each month? Yes No

Check if you agree with these statements I am using more and more of my income to pay my debts.

I find myself paying my bills with money intended for other things.

I use credit cards to pay for things I used to buy with cash.

If me or my spouse lost our job we'd be in financial trouble quickly.

Which statement is most true for you? I currently invest monthly in a retirement or investment plan.

I plan to start saving for retirement… soon. I'm just too busy.

I need to win the lottery.

Employer savings plan: Yes, my employer offers a savings plan.

Yes, my employer offers a savings plan and they match it.

No, my employer does not offer a savings plan.

Do you participate in that plan? Yes No

What is most important to you about working with a Mortgage Planner?

Do you have a Trusted Advisor Team? Financial Planner, Insurance Agent, CPA? If so, which ones?

Do you have a Trusted Advisor Team? Yes, a Financial Advisor

Yes, a Insurance Agent

Yes, a CPA

Yes, a Estate Planner

Yes, a Real Estate Agent

Do you have a Trust? Yes, I have a Trust in place to protect my family's assets.

How do you feel about your family's financial health?

Personal Goals

Which of the following personal goals are most important to you?
Please rank in order of importance to you with 1 being the most important.