Your answers help our time together to be as productive as possible!
What is the first problem you would like to solve?
Are there any worries that keep you up at night?
Have you ever had a written financial plan?
What was the best interaction you and your advisor have had recently? What was the worst?
Was there a conversation you and your advisor should have had but didn't have?
What would your dream retirement look like?
What tools would help you feel more in control of your financial future?
How prepared are your spouse/partner and heirs to handle the finances after your death?
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