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What are your current financial goals and objectives?
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Is there anything in particular that you are currently
concerned with regarding your financial situation?
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Are you anticipating any major life style changes that
could require money (i.e., retirement, divorce, inheritance,
children going to college)?
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What is the best financial decision you have ever made?
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Have you made any financial decisions that you regret?
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Do you own any investments or real estate that you
are planning to sell or want to sell in the near future?
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If you were to hire a financial advisor, what are the
three most important things you would want your advisor
to do for you?
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Any additional comments?
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