self evaluation Please feel free to contact Tom for your complimentary no obligation conversation. Self Evaluation Email Address* Name* First Last Tell me about your decision making process.* How did you hear about us and what do you know about our company?* What are you currently doing in preparation for your financial future?* What don’t you like about your current financial position?* What do you like most about what you are doing?* Describe the ideal financial professional/financial strategy?* What would you like to see enhanced or improved?* What would you “ideally” like to accomplish with your financial strategy?* What keeps you up at night?* What has been your past experience with preparing for your financial future?*
