Family

Questions

• Tell me about your family’s background.
• What kind of work did your parents do?
• What did your parent’s do for you that you would like to do for your children?
• What aspirations do you have for your children’s future careers?
• What do you do (or want to do) financially for your children?
• What is your favourite way to spend time with your family and why?
• What would be your top 3 financial concerns when it comes to your family?
• If we could plan out the next 10 years for your family, what would that look like?
• Will your children take care of you in old age? Do you plan to stay in close proximity to them.
• If you were to receive an inheritance in the future what would you do with it?