Financial Planning Questions
· Views on debt: Does debt control you, or do you control debt?
· Views on time: How do you evaluate and treat time? Is it abundant and fleeting, or inconsequential?
· Views on education: What role does education play in your life?
· Views on money: What is the role of money in your life? Is it a tool or a toy? Is the world rich or scarce?
· Primary income sources: What are your main vehicles for generating income?
· Primary wealth growth: How do you increase your net worth and accelerate wealth creation?
· Views on wealth: How do you define wealth?
· The wealth equation: What is your mathematical formula for accumulating wealth? What wealth equation defines your philosophy?
· Destination: Do you have a destination? If so, what does it look like?
· Responsibility and control: Are your life and financial plans under your control?
· Views on life: How will you spend your life? Do you have a plan for the future? Will you sacrifice today's pleasures for tomorrow's ideals, or sacrifice tomorrow's ideals to enjoy the moment?
