Some reference questions which I have gathered and apply over my years in financial advisory...Feel free to add to this list. More could benefit from our sharing.
What do I want to accomplish with my life? What do I want to accomplish with my money? What is my number 1 priority? What are my top five priorities?
If I were now 100 and looking back, what would I Like to to have accomplished?
What's really important to me? What's important about money to me?
Where do I see myself in 5 years? 10 years? 20 years? at age 100?
What is my 100-year plan? What are my goals?What are the milestones in my life up tip now? What does financial freedom mean to me? What does success mean to me? Why am I here? What is my purpose? What is my mission?
If I could design and live my ideal calendar, what would it look like?
If I knew I had only six months to live, what changes would I make in my life?
If I knew I have only six months to live, what changes would I make in my estate plan?
If I could live my life over again, what would I do differently?
If I knew that I could not fail, what would I do?
If I had $1,000,000, what would I do with it? How would I want to leave it?
How much is enough? What is my exit strategy?
What are my primary concerns? What keeps me awake at night?
When I die, to whom will my family turn for advice? Who are my primary advisors?
What is the most important advice I could give to my children?
How do I want to be remembered by my children? My grandchildren? My favourite charity? My community? By society? If I were to be remembered for only one thing, what would I want it to be?
What would I like to accomplish as a result of developing a master action plan?
Who are the ten most important people in my life outside of my immediate family?
Where do I want my money to go?
How do I feel about the tax system in this country?
How do I feel about inherited wealth?
What is my investment philosophy?
Aside form my company stock, how would I rate myself as an investor?
What mistakes have I made as an investor?