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Questions

  • What is your relationship with money?

  • How important is freedom versus material goods to you?

  • What do your spending habits say to you about your priorities? Are you comfortable with the message?

  • Do you have a savings goal? Are you ready to commit to one?

  • Do you have enough money to outlast a bad job market or a career switch?

  • Do you have a basic understanding about personal finance? Are you ready to gain one?

  • Will you clear an hour a week to converse with a broker about your investments?

  • Will you create a personal relationship at your bank and have them run some numbers?

  • Do you care what people think about your decisions? Too much?

  • Can you limit the number of luxury items in your budget?

  • Are you ready to make some tough choices about the way you handle your money?

  • Might you consider beginning a financial freedom plan even if you are sure you want to work into your 70s?


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