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