1) Are we your primary bank 2) Do you own a business 3) What are your average deposits across all financial institutions 4) Do you own your own home 5) How did you hear about us 6) What bank do you use the most 7) How much do you deposit into your checking account in an average month? 8) How do you pay for your day-to-day expenses? 9) Understanding your goals is critical to helping you build a pathway to financial confidence. Please help us understand your current goals. 10) You mentioned that you have a goal of saving for ------------. Tell us where you are in your retirement journey: 11) Using the equity in your home may be the most efficient way to borrow for you to reach your goal(s). Do you own a home? 12) What is the estimated value of your home? 13) What is the outstanding balance of all loans and lines of credit against your home? 14) Transition statement

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