Questionnaire

1. What are your top three personal dreams or life goals? 2. How do you see your family’s lifestyle evolving in the next 5-10 years? 3. What wonderful educational and well-being milestones do you envision for your children? 4. What key elements define your ideal home? 5. What are the top adventures you’d love to share with your family? 6. How do you envision ensuring financial security for your loved ones? 7. In the face of unexpected challenges, what strategies would you consider to safeguard and maintain your family’s cherished lifestyle? 8. How do you picture your retirement years, and what role does family time play in this vision? 9. When balancing short-term desires and long-term aspirations, what strategies do you find most effective? 10. How often do you typically revisit and reassess your financial plan? 11. To what extent would you like your family members involved in shaping financial goals? 12. What kind of protective measures resonate most with you for safeguarding your family’s well-being? 13. Is there someone in your network who might benefit from similar discussions about achieving their financial aspirations? Submit