Drive Planning’s
Financial GPS Questionnaire
Congratulations, you have made a great decision. You are taking your future into your hands and you’re on the way to learning more about your personal finances and how to best handle them.
Now, let’s get started. The more information you give us, the more accurate your Financial GPS will be, however, if you’re not sure of something, just give us your best estimate. You don’t need exact numbers.
Hello. I'm Terry Scott, one of Drive Planning's Financial Consultants.
This is Drive Planning's GPS. It will help you to know where you "are" financially. I find that most of us, myself included, have busy lives and commit to putting money here, there, and everywhere hoping it works for us. Others are more organized than most but we can all be helped by seeing what we really have and don't have when its on paper. It's like a road map (which, when was the last time you saw or used one of those?!)
This GPS is a questionaire that paints very broad strokes and starts the conversation; it's not precise, consise or delves deep into your personal affairs.
When you click on this link, you'll go to the online GPS questionaire.
You'll see: Who directed you here?
Please click on the space and in the drop down, click on my name, Terry Scott.
Complete the questionaire; again, you do not need to use exact numbers.
IMPORTANT: When your GPS is completed it goes to our main office. You'll need to leave me a message either by text or voice mail that you've completed and submitted it for me to know it is completed. My contact information is in the image below.
I'll get back to you to set a time to go over your data, ask questions and if we can work together, we'll move forward, if not we'll part as new friends and you can follow my company and perhaps I can serve you in other ways.
My phone and email:
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