what questions should you ask yourself before you develop your financial goals?
476101
["What financial worries keep you up at night? Maybe you lose sleep wondering what's going to go wrong next with your car. ... ", 'How much cash is coming in and going out? ... ', 'What do your money habits say about you? ... ', 'What are the goals of your financial plan? ... ', 'Should you hire a financial planner?']
391630
["“What's the best way to set up my company?” ... ", '“How can we reduce expenses?” ... ', '“What can we do to improve our cash flow?” ... ', '“How can I protect my business from theft, fraud or fiscal mismanagement?” ... ', '“How well can the company weather a recession?”']
321840
['How does the investment work? ... ', 'What are your goals? ... ', 'What are the risks of this investment? ... ', 'How much do you expect to earn on this investment? ... ', 'How long do you plan to invest. ... ', 'What are the costs to buy, hold and sell the investment? ... ', 'What other investments do you have already?']
1230096
['“What is the real data?”', '“What story or assumptions am I adding?”', '“What do I need now?”', '“Who do I want to be?”']
932135
["What Are Your Company's Goals For The Year? ... ", 'What Needs To Change In Your Company To Meet These Goals? ... ', 'What Skills Do Your Staff Need? ... ', 'What Skills Do Your Staff Currently Have? ... ', 'What Knowledge Gaps Exist Within Your Team?']
1151429
['What do I want my day to day to look like?', 'What am I willing to compromise on?', 'Who do I know and who can help me?']
1327139
['Why have you had X number of jobs over the last X years? ... ', 'What do you hope to accomplish within the next year? ... ', 'Would you quit your job if you won the lottery, even if you loved your current position? ... ', 'Tell me about an accomplishment that shaped your career.']
1292905
['Risk is a Complex Business. ... ', 'Is this product right for me? ... ', 'Am I making the right choice? ... ', 'Is this ALL I need? ... ', 'Can I afford it? ... ', "What if it doesn't work? ... ", 'What will my friends, family and peers say? ... ', 'Who are these people?']
368220
['1- Are You Happy And What Would You Change?', "2- What Are Some Of The Mistakes You Wished You Could've Avoided?", '3- How Did You Know When You Had The Right Idea?', '4- How Did You Handle Adversity And Doubt?', '5- How Do You Plan On Growing Your Business?', '6- How Did You Build Your Team?', '7- How Can I Be A Good Leader?']
336436
['Did you have problems with your plan last year? ... ', 'Can you afford your current plan? ... ', 'Do you want supplemental coverage? ... ', 'How much traveling will you do next year? ... ', 'Were you recently diagnosed with a new illness? ... ', 'Will you need dental or vision coverage? ... ', 'Do you need a separate prescription drug plan?']
1040405
['What are my strengths?', 'What are my short-term goals? Long-term goals?', 'Who matters most to me? Who are my support people?', 'What am I ashamed of?', 'What do I like to do for fun?', 'What new activities am I interested in or willing to try?', 'What am I worried about?', 'What are my values?']
550007
['What Type of Plan Is This? ... ', 'Is My Current Provider Included In Your Plan? ... ', 'What Will My Monthly Premiums Be? ... ', "What's My Deductible? ... ", "What's My Copayment? ... ", 'What Are My Restrictions on Pre-Existing Conditions? ... ', "What If Something Happens While I'm Traveling?"]
818484
['How do you behave around colleagues? ... ', 'How much do you want to achieve in your life? ... ', "Have you ever experienced something you couldn't explain? ... ", 'What would you do with $1,000,000? ... ', 'Do you ever feel held back by your status or background in life?']
718502
["What's your net worth? ... ", 'How much should you save in your emergency fund? ... ', "What's a credit score? ... ", "What's an APR? ... ", "What's the difference between stocks and bonds? ... ", "What's a 401(k)? ... ", "What's the difference between a premium and a deductible? ... ", 'How much can you comfortably spend on housing?']
79372
['What is a Personal Loan?', 'Are there different types of Personal Loans?', 'How are my Finances?', 'What is my Credit Score?', 'What is an Interest Rate?', 'Will a Personal Loan Help My Credit Score?', 'How much should I borrow?', 'How long will it take to pay off my loan?']
1119626
['Do I really need whole life insurance? Whole life serves a purpose, but not everybody needs it. ... ', 'Can I afford whole life insurance? ... ', 'How much coverage do I need? ... ', 'How will the cash value grow? ... ', 'How strong is the insurance company?']
427944
['Tell me about your experience preparing and managing budgets.', "What has been the biggest budget you've managed to date?", 'How has your previous experience prepared you for this role?', "What has been most significant financial advice you've ever given, and what was the outcome?"]