Lifestyle Questions
- What age would you like to retire or become financially independent?
- Would you like to work part-time in some line of work after you retire from your current position? If so, how long would you like to work and how much money do you think you would be making a year (gross income)?
- After you retire, do you expect to spend more than you do at present? For example, you may want to spend additional money for travel.
- Do you expect to receive an inheritance? If so, estimate the year and amount you would likely receive.
- Based on your health and family history, what do you think is your probable life expectancy?
- Are you interested in Socially Responsible Investing (SRI)?
- Do you have an up-to-date will?
- Do you wish to leave a legacy to your children or to charity?
- What do you NOT want to experience with a financial advisor?
- What do you want to accomplish in our relationship that is going to be worth your money and our time?
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