Investor Questionnaire
Answer the questions on the following pages with one specific financial goal in mind, such as retirement. Don't use this questionnaire for goals that require you to spend all your money for the goal within the next two years. Savings for short-term objectives should be invested in more stable investments-primarily shortterm reserves.
To determine your investment approach for other goals, fill out the questionnaire as many times as you like, with a different goal in mind each time.