WHAT OTHER QUESTIONS ARE ON YOUR MIND?

• Young Professionals:
  • What do you want out of life?
  • Do you struggle making your career and life decisions?
  • Do you know what steps to take during your 30+ year work life to provide for what you need/want now AND for 30+ years of retirement? 
• Young Couples:
  • Are you on the same page regarding values and priorities?
  • Money issues are a leading cause of divorce.  Do you need help talking about
    your goals and your money? 
  • Are you happy with the way you handle money - individually and as a couple? 
• Young Parents:
  • Children can change everything - yet do you still make time for each other? 
  • If one parent wants to stay home with the kids, are you prepared to that - emotionally and financially? 
  • Do you need help setting family goals, delegating tasks and prioritizing your resources - energy, time and money?
• Older Parents:
  • Now that the children are older, are you enjoying and enhancing your "lifetime 
    account" of rich experiences together? 
  • Are you building good health habits and a strong social support network to last 
    you through the years?
  • Have you talked to a financial advisor to determine if you are saving enough   
    money to allow you to live comfortably for 30 + years of retirement? 
• Pre-Retirees:
  • Years before you collect that last paycheck, think about how you will replace the old familiar things and faces:
    - steady income stream     - colleagues and confidantes      - purpose
    - mental challenges           - rewards for jobs well done        - respect
  • Do you need help preparing NOW to avoid the 3D's of retirement:
    ~ depression    ~ divorce    ~ premature death
• The Golden Years: 
  • Have your saved enough in your "lifetime account"
    - good health
    - good relationships
    - good plan for
      spending your time
    - good plan for not outliving your money?
  • Have you talked to someone about these other concerns?
    - health issues
    - disability concerns
    - outliving your money
    - lack of purpose
    - loss of independence