In order of importance to you, enter the 5 letters that best reflect your financial goals from the list below. Example: EABCD

A. I want my money to grow over time so I can achieve financial freedom and more
choices in life.
B. I want to retire comfortably and maintain my lifestyle without worrying about
money.
C. I want my family to be financially secure and protected, no matter what happens to
me.
D. I want peace of mind knowing I can access the best medical treatment quickly
without worrying about the cost.
E. I want to know I can still pay my bills and maintain my lifestyle if illness or injury
stops me working.
F. I want the security, pride, and stability that comes with owning my own home.
G. I want to know my home and everything I’ve worked hard for is protected against
unexpected events.
H. I want financial freedom to focus on recovery, not money, if I’m diagnosed with a
serious illness.
I. I want additional financial protection in place for life-changing health conditions.
J. I want to make sure my loved ones are taken care of and my wishes are respected
when I’m no longer here.
K. I want to ensure my money and assets are managed and passed on exactly how
and when I choose.
L. I want to reduce my financial stress and take control of my debts so I can breathe
easier and move forward.
M. I want to be sure I can pay my mortgage comes what may

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