Client

Questions

• What was your first job?
• Tell me about your educational and professional background.
• Tell me about your work.
• What made you choose this profession? How do you feel about what you do for a living?
• What are your personal goals?
• What’s important to you about money?
• What would you like to achieve with your money?
• What is one of the most important details I should know about you?
• Describe the values you grew up with, which values you live by and what you want to pass on to your children.