Bank On Yourself Free Review and Analysis – Financial Analysis Questionnaire
The Financial Analysis Questionnaire covers all the information you would expect any financial professional to ask about. The questionnaire is broken into 4 parts: General Info – Assets – Liabilities – Cashflow.
Complete the on-screen questions for each part and when you click the “submit” button at the end of each part you will be automatically redirected to the next section. In each part you will also have the ability to upload documents, statement copies, etc.
The General Information Part is below: