Everything Starts by Just Listening to You
How would You Answer?
- 25 years from now, what would you want people to say about your family?
- 25 years from now what would you want people to say about you?
- What would be the barriers that could be an impediment to meeting the above statements?
- What would you want your great-grandchildren to remember about you?
- Same question as above, but now what would you want your community to remember about you?
- What scares you about money?
- What do you enjoy about your work?
- What do you like least about your work?
- What do you like most about your financial situation?
- What in your financial situation would you not want to change?
- What do you like least about your financial situation?
- What do you look for when dealing with professional advisors?
- If you were told you had one year to live, what would you want to get accomplished?
- What role do you want it to play in your children’s life? Your grandchildren’s life?
- If we were sitting down three years from today, what would need to happen in your personal, family and professional relationships for you to feel satisfied?
- What are your feelings about the economy over the next one, three and five years?
- What are your top five goals we need to accomplish in the planning process?
- What is the most important money value I want to establish?
- What is the most difficult thing about having money?
- I am proud of using money to ______ because _____?
- I object to spending money on ____ because ______?
- The most important lesson I have learned in life is ____?
- What’s missing in my life is _______________?
- The best decisions I have made in life are _____?
- The worst decisions I have made in life are ____?
- What are your family’s assets?
- Where do you want your family to be in 50 years?
- What are the universal principles that hold your family together?
- What role does money play in your life?
- What can We do to help you, your family, your business and future generations?