Time Horizon
1.	I plan to withdraw my money in 3 years or less and do not want to lose any of it:
	Yes No
2.	My current age is:	3.	I expect to retire:
	Less than 40 40 - 54 More than 55		Not for at least 20 years. In 5 to 20 years. Within 5 years.
Long-Term Goals
4.	For this investment, my goal is:	5.	What would I expect from this investment over time?
	To grow my assets aggressively. To grow my assets with caution. To avoid losing money.		To generally keep pace with the stock market. To make a decent profit, but probably trail the stock market. To have a high degree of stability, but only modest profits.
Short-Term Goals
6.	Which of these statements would best describe your attitude about the performance of this investment over the next three years?	7.	Which of these statements would best describe your attitude about the performance of this investment over the next three months?
	I can live if I lose money. I better at least break-even. I better end up with at least a little profit.		Who cares? One calendar quarter means nothing. If I suffered a loss of greater than 10%, I'd get concerned. I can tolerate only small short-term losses.
Financial Situation
8.	If I lost my job tomorrow, I would:	9.	Upon retirement my investments will represent:
	Have other sources of income to last me more than six months. Have enough cash on hand to last three to six months. Need to tap into my investments within 30 days.		A minor part (less than 25%) of my retirement income. An important part (25%-75%) of my retirement income. The vast majority (over 75%) of my retirement income.