Financial Planning
Preparedness Questionnaire
Can you answer these questions?
"The system of accountability should be commensurate with the need."
Do you know your exact retirement goals and what it will take – in cash – to reach them?
Do you have a written financial strategy that will take you from where you are today to where you want to be?
What is your plan to generate the retirement income you want without having to sell stocks when they are down?
"You've got to be very careful if you don't know where you're going, because you might not get there."
Does your family have financial security if something happens to you? How do you quantify that?
What is your ideal legacy? What do you want your life to stand for?
What constitutes fulfillment for you, and how will you achieve it?