INVESTMENTS
Unhappy
Happy
Unconfident
Confident
Unconfident
Confident
RETIREMENT
Unconfident
Confident
Unconfident
Confident
Unconfident
Confident
Unconfident
Confident
No
Yes
TAXES
Unconfident
Confident
Unconfident
Confident
Unconfident
Confident
No
Yes
Unconfident
Confident
ASSISTANCE TO LOVED ONES
Unconfident
Confident
Unconfident
Confident
Unconfident
Confident
ESTATE PLANNING
No
Yes
No
Yes
Unconfident
Confident
INSURANCE & PROTECTION
Unconfident
Confident
Unconfident
Confident
Unconfident
Confident
Unconfident
Confident
No
Yes
CASH FLOW AND BUDGETING
No
Yes
Unconfident
Confident
No
Yes
Unconfident
Confident