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Here are some financial concerns that many people have due to the coronavirus. Please check any that apply to you.
Paying healthcare expensesMarket volatilityPaying off debtPaying billsUnemploymentMaintaining a businessHandling tax issuesReaching long-term financial goalsHaving enough money to retireHaving enough income to stay retiredEnsuring family will be taken care ofEnsuring elderly or at-risk loved one gets care

How do you feel about the markets right now? Do you have any questions or concerns?

Do you foresee needing any cash for family or other matters in the next three months?
Yes, I expect to need cash/increased liquidity in the next three months.Maybe, I’m not sure.No, I’m not concerned about this right now.

Do you have any concerns about your future retirement or making it through retirement?

Do you have any investments or accounts at other institutions that you worry about or could affect your finances? If so, please list them so we can factor them into your plan. Please include Amount Due, Due Dates and Source of Funds.