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What We'll Discuss Thumbnail

What We'll Discuss


  • Who or what are most important in your life?
  • What are some of your proudest accomplishments so far?
  • How did you get to where you are today?
  • What do you enjoy doing? What are you most passionate about?
  • What are your lifestyle goals? Short-term and long-term?
  • How do you define & prioritize your needs, wants & wishes?
  • When / what age would you ideally like to retire?
  • What keeps you up at night?
  • How do you feel about your current financial situation?
  • What is your experience with money?
  • What’s important to you about your money?
  • Do you feel like you are on track for where you want to be financially?
  • Why are you here today? Why is that important to you?
  • What are your expectations of us?
  • What is the most important thing we can do for you?