Questions to Ponder Before Your Story Swap:

We can’t wait to meet you and get to know you on a personal level.  The Story Swap can be as relaxed or as productive of a conversation that you want to make it.  Here are some Optional Pre-Meeting questions to think about as it relates to your financial planning.

• What prompted you to schedule (or accept) this meeting today? 
• When you were thinking about today’s meeting, what was going through your mind? 
• Have you worked with a planner before? 
• On a scale from 1 to 10 (a 10 being 100% financially confident/secure), where are you? If you are not at 10, what is lacking? – How do you get to a 10? 
• What’s important to you when it comes to working with a planner? 
• How might a financial plan benefit your current situation? 
• Who else needs to be involved in your financial decision-making process? 
• We're curious. What are the benefits you see – financially, relationally, or emotionally – from developing and implementing a financial plan?"
• What are your pressing financial concerns? 
• Let’s go way back - What was money like growing up? 
• Who do you go to for financial advice? Any role models? 
• Tell me how you normally make financial decisions? 
• Best Decision/Worst Decision? 
• What is important to you about money? 
• Tell me about your past investment experiences. 
• What are 3 financial milestones in your future? 
• If you could solve any financial issue today, what would you solve? 
• What motivates you? 
• Fast forward to retirement, how would you spend your day? 
• Imagine you are financially secure and that there is enough money to take care of your needs, now and in the future. How would you live your life? 
• Do you expect an inheritance? 
• Do you have holdings that are unique? 
• Student Loans? 
• Starting a family? Or dependents? 
• Do you have life insurance through your employer?
• What happens to your life insurance if you end that job? 
• Do you have a will? 
• Is there a chance you will live outside the US In the future?
• Any other financial info that would be relevant to this meeting?

We can’t wait to hear your stories!