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Date : FINANCIAL PLANNING QUESTIONNAIRE Please fill in prior to your appointment. If not sure, leave blank. Print clearly. It is O.K. to approximate amounts. Please bring in your most recent tax return

How to fill out complete this questionnaire and

How to fill out and complete this questionnaire:

1. Start by carefully reading each question and understanding what information is being asked for. Take your time to ensure you fully comprehend the requirements.
2. Begin by providing your personal details such as your name, age, address, and contact information. This information is usually required in most questionnaires to identify the respondent.
3. Proceed to answer the questions in the order they are presented. If a question is not applicable to you, look for any instructions on how to handle such scenarios. Sometimes, there may be an option to select "N/A" or to leave the question blank.
4. Provide accurate and honest answers to all the questions. Remember that the purpose of a questionnaire is to gather information, so it is important to be truthful in your responses.
5. If you come across any ambiguous or unclear questions, try to interpret them to the best of your ability. If you are unsure, check if there are any instructions or examples provided that can help clarify the question.
6. Double-check your answers before submitting the questionnaire. Make sure you haven't missed any questions, and review your responses for any errors or inconsistencies.
7. Finally, submit the completed questionnaire as instructed. It may be through an online platform, by email, or by mailing a physical copy. Follow the provided instructions to ensure your responses are received and recorded accurately.

Who needs to complete this questionnaire:

1. Individuals who are seeking a job or applying for a scholarship may need to complete this questionnaire. Employers or scholarship committees often use questionnaires as a way to gather information about applicants and make informed decisions.
2. Researchers or surveyors conducting a study might distribute questionnaires to collect data from a specific population. Participants in the study would be required to complete the questionnaire to contribute to the research.
3. Government agencies, organizations, or institutions may require individuals to complete questionnaires for various purposes such as data collection, assessment, or compliance with regulations.

In summary, anyone who has been given a questionnaire and falls into the specific target group or category for its completion would need to fill it out. It is important to follow the provided instructions and provide accurate information to ensure the questionnaire serves its intended purpose effectively.

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