ESTABLISHING CLIENTS' GOALS, OBJECTIVES and BORROWING NEEDS Question 1 - What are your primary financial goals and objectives that you aim to achieve with the assistance of these financial products or loans? Response to Question 1 (completed during role play) ___________________________________________________________________________________________________________ Question 2 - How do you anticipate these loans or financial products aligning with your short-term and long-term financial goals? Response to Question 2 (completed during role play) ___________________________________________________________________________________________________________ Question 3 - What specific features or benefits do you prioritize when considering loan options? Response to Question 3 (completed during role play) ___________________________________________________________________________________________________________ Question 4 - Are there any concerns or challenges you anticipate in managing these loans or financial products? Response to Question 4 (completed during role play)