Everyone has their own story which is specific to them, we try to discuss a few areas as follows:
- Your earliest memories of money?
- What made you happy?
- What did you not enjoy?
- How did you get to where you are now?
- Where are you with your life right now?
- How much time do you get off?
- How hard are you working on a scale of 1 (Low) to 10 (Really Hard), sometimes we get told a 12!
- What is working in your life?
- What do you want less of in your life?
- What is the plan for the future?
- Where do you see yourself living?
- Will you work at all in retirement?
- How will you fill your days?
- Will you have an active retirement?
- Will you be Financially secure?
- Can you afford nursing home costs?
- How will you finance nursing home costs?
Our clients want us to never lie about money, they want us to tell them the truth.