All financial advisors ask questions about your current financial situation, financial goals, and how you want your financial assets managed.
But what happens when the conversation about your money reaches a point where you and your advisor are crystal clear about the money you have, want, and will need in the future?
What other questions must be asked?
We have learned that by thinking differently about your relationship with a financial advisor, you not only help them understand your personal definition of a successful, meaningful, and purposeful life, you also equip them with the navigational aids needed to ensure your financial capital is aligned with what we call Lifetime Total Wealth™.
Answering the Five Essential Questions helps you identify what goes into each of the overlapping circles that create Lifetime Total Wealth™. There is a good chance that answering these questions will cause you to discover aspects of your life you have not yet fully explored.
The Five Essential Questions
- 1. What are you most passionate about in life?
- 2. What significant challenges have you faced and how have they changed you?
- 3. What principles and values guide your decision making?
- 4. What do you value most in your relationships with others?
- 5. How do you define success and fulfillment in your life?
When your financial advisor asks you these questions, it will most likely lead you to ask them, “Are my financial assets aligned with all the things that are important to me in my life, today, tomorrow, and in the future?”
Because we know questions are the answer, we constantly strive to foster a meaningful and authentic connection by encouraging our clients to share their unique perspectives and experiences. We also know that it is impossible to truly connect and powerfully serve people until we get to know them better.
Would you like some help? If you find answering these questions to be challenging, or if you are not completely satisfied with the answers that come to mind, we are here to help.
You can simply click here to schedule a 15-minute listening session to explore what it could mean for you to work with a dedicated Financial Guide.
