Understanding Your Concerns
In developing your plan, I may ask you these questions:
- What did you learn about money growing up?
- Do you understand how your financial strategies have to change as you age?
- Is the risk you've taken in your investment portfolio appropriate for your specific goals?
- Do you worry about not having enough money to retire?
- If what you thought was true turned out NOT to be true, when would you want to know?
Your Circle of Wealth*
can be divided into three areas:
WHAT YOU SAVE
~Accumulated Money
WHAT YOU SPEND
~Lifestyle Money
WHAT YOU GIVE UP
~Transferred Money