Note: When you're done adding your entry, click 'Save' below. You will be able to edit your workbook at any point.
1
How much money do you have invested?
2
Do you know what your money is invested in?
3
Have you checked on your account? Did you go directly on the actual brokerage firm or bank website to check on your investments?
4
Have ever been asked to write a personal check to your financial advisor? Did you?
5
Have you been scammed? What did you do about it?
6
What was your responsibility in this situation?
7
How will you act differently moving forward?
