These sample questions will give you an idea of our starting point as we begin to clarify and prioritize your values and quantify your goals for wealth management. Exploring these and other questions assures us both that we know you well. They enable us to make meaningful recommendations.
What in particular is important about money to you?
In your life, what is more important?
What have been your top accomplishments? What's next?
What do you want for your children/parents/others? Your role in this?
Do you participate financially in the world at large?
Causes you support?
What will your legacy be?
What family relationships are most important to you?
Are you devout? Do you want your financial support of your religious associations to continue?
How important are your relationships with schools you attended?
Do you save or set aside money to invest?
How might that change in the future?
Your strategy for handling your investments?
How has it worked for you?
Your anticipated pension, retirement or social security income?
What were your best and worst financial moves? What happened?
Do you have a lawyer/accountant/investment advisor/financial planner? Do they come to you with advice
or do you have to go to them with ideas?
Have you switched professional advisors recently?
How involved do you like to be in managing your finances?
Would you use secure 24 hour access to online statements, performance reports, tax returns and other documents?
How much contact would you want with your advisor?
What sports/TV programs/movies/etc. do you prefer?
What is your health and fitness program?
What charitable causes do you support? How?