Finances

Questions

• When you think about your finances, what are your 3 biggest worries?
• How do you save or set aside money for the future?
• Tell me about your key principles that guide your investment decisions?
• How do you feel about your current financial plan/situation?
• How involved do you like to be in managing your finances?
• When there is a sudden change in the market, how would you react?
• What is your most important financial issue in your life at the moment?
• What have been your most significant financial accomplishments to date? What would you like them to be going forward?
• How many years before you retire?
• What plans have you made to live comfortably in retirement?
• Do you have a lawyer? A life insurance agent? An accountant? What do they do for you? How do you feel about those relationships?
• How many face-to-face meetings would you prefer over the course of a year?