| Can You Answer These Questions? |
- What proven investment strategy are you currently using?
- What are you currently paying for your investments?
- How does your current investment strategy manage risk?
- Is planning your future important to you?
- How much of who you are today did you plan for in the past?
- How much time do you devote to planning?
- What is most important to you?
- Who or what do you care about more than yourself?
- What are your goals?
- What impact do you want to have on your children?
- What do you want them to say about you?
- How do you make decisions?
- Who else besides you helps make your financial decisions?
- Who are your key advisors?
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