What do you want your wealth to accomplish?
How have you determined how much you need to have saved to retire comfortably?
How much money do you expect to need every year to support your retirement lifestyle?
What age do you and your spouse plan to draw social security? How did you make the decision?
What plans do you have in place to prepare for retirement?
Do you follow a coordinated and comprehensive approach to your financial life?
How has your advisor helped define your risk tolerance?
What are your top 3 financial priorities and what steps are you taking to meet them?
What do you hope your legacy will be?
How can you feel more confident and in control of your finances so you have more time to enjoy life?
When should you and your spouse begin receiving Social Security benefits?