1.) If I save as much money in the next 10 years as I did in the last 10 years would I be happy?
2.) Do I know where all my money goes?
3.) Do I understand and take full advantage of my company’s benefit plans?
4.) Do my investments perform at a level to sufficient enough to reach all my financial goals?
5.) Do I even have specific financial goals?
6.) Do I have things in order if something happens to me?
7.) Do I understand what sending my kids to college will cost?
8.) Do I know how to become financially independent?
9.) Do I know how much money I need to save to have a comfortable retirement?
10.) Do I make a good income and and always have enough money?
If you have answered no to any of the questions, allow us the opportunity to provide the answers.