Goal Setting & Review Questions

• If money was not an object, what would you do with your life?

• What, if anything, keeps you up at night?

• Do you have any specific financial goals for this coming year?

• What are your most important financial goals?

• Do you expect any major changes in your financial affairs in the next few years?

• Where do I want to be in 2, 5 and 10 years?

• Have any of my goals from last year been completed or changed?

• Do you have any non-financial goals for this coming year?