Blueprint Assessment

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1. How old are you?

2. How much have you saved for retirement?

3. What is your annual income per year?
*If you are already retired select the income choice that best represents your annual income per year”

4. What are your current investment goals?

5. What type of investments are you currently invested in?

6. How would you describe your knowledge of investing?

7. What is your investment temperament?

8. An investment decision involves the possibility of a gain or a loss. What most influences your thinking when making a decision?

9. Imagine that the stock market has dropped 20% in the last year. A stock or mutual fund that you own has also dropped 20% in value. How would you react?

10. Please select the answer that best describes you.

11. If you could increase your chances of having a more comfortable retirement by taking more risk, would you?

12. Are you satisfied with the way you are accomplishing your investment goals?

13. If a capital needs analysis has been performed for your investable portfolio, what rate of return did it indicate that will be needed to achieve your financial goals?

14. Were cash reserves included in the capital needs analysis?

15. During the 2008-2009 financial crisis, many investors sold a portion of their investments or all of their investments as the market moved downward. How long did you wait to sell out of your investments?

16. Do you expect to need income from your portfolio in the next 5 years?

17. Compared to others, how do you rate your willingness to take financial risks?(required)

18. How easily do you adapt when things go wrong financially?

19. When you think of the word “risk” in a financial context, which of the following words comes to mind first?

20. Have you ever invested a large sum in a risky investment mainly for the “thrill” of seeing whether it went up or down in value?

21. When faced with a major financial decision, are you more concerned about the possible losses or the possible gains?

22. What degree of risk are you currently prepared to take with your financial decisions?

23. Have you ever borrowed money to make an investment (other than for your home)?

24. Investments can go up and down in value and experts often say you should be prepared to weather a downturn. By how much could the total value of all your investments go down before you would begin to feel uncomfortable?

25. With some types of investment, such as cash and term deposits, the value of the investment is fixed. However inflation will cause the purchasing power of this value to decrease. With other types of investment, such as shares and property, the value is not fixed. It will vary. In the short term it may even fall below the purchase price. However, over the long term, the value of shares and property should certainly increase by more than the rate of inflation. With this in mind, which is more important to you, that the value of your investments does not fall or that it retains its purchasing power?

26. As part of your investment portfolio do you wish to maintain access to cash.

27. Up to what percent can be invested in long term, illiquid investments (those that cannot be turned into cash except at a large sacrifice)?

28. Most investment portfolios have a mix investments with different risk levels. High risk comes with high expected returns. Medium risk comes with medium returns. Low risk comes with low expected returns. What mix of investments best describes your portfolio?

29. How frequently would you like to communicate with us to discuss your investments?

30. What is your preferred method of communication?

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