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See how you compare

What is a comprehensive financial plan?

Answer these questions about the level of financial support you are currently receiving to determine whether you have a comprehensive financial plan. Then, view how people like you answered some of the questions in the study.

According to the Financial Planning Association^® (FPA^®), a comprehensive, written financial plan is one that you develop with a paid, professional advisor and includes 3 or more of the following components:

• Retirement planning
• Investment (asset allocation) planning
• Savings planning
• Insurance planning (life, disability, long-term care, etc.)
• Estate planning
• Tax planning
• Managing or reducing debt
• College savings planning

Do you currently use the services of a financial advisor? If so, do you pay for these services?

• Yes, they are paid.
• Yes, they are unpaid.
• No, I don't use an advisor.

Do you have a written financial plan?

• Yes, I do.
• No, I don't.

Which of the following does your written financial plan include? (Select all that apply)

• Retirement planning
• Investment (asset allocation) planning
• Savings plans
• Insurance plans (life, disability, long term care, etc.)
• Estate planning
• Tax planning
• Managing or reducing debt
• College savings planning
• None of the above

Financial planning
I believe I am on track to achieve my financial goals.

Retirement
I feel optimistic that I will reach my retirement goals.

Market volatility
I feel financially prepared despite volatile market conditions.

Protection & preparedness
I feel prepared for my family in the event of an unexpected emergency.

FPA^® and Ameriprise^® Value of Financial Planning study conducted by Harris Interactive, August 2008.

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*Ameriprise helped pioneer the financial planning process more than 30 years ago. Our unique Dream > Plan > Track >^® approach is about more than just numbers, it's both science and art. We have more financial planning clients and more CERTIFIED FINANCIAL PLANNER™ professionals than any other company in the U.S. based on data filed at adviserinfo.sec.gov and documented by the Certified Financial Planner Board of Standards, Inc. as of Dec. 31, 2008.