Ever ask yourself these questions?

No one comes to me looking for a financial plan. They do all have problems that they want solved though. These 5 questions are the ones most frequently asked by my financial planning clients. Do you ever ask yourself these questions?

  1. I like my life at the moment. Is what I am doing now regarding my saving and spending enough so I can continue living my life like this?
  2. I want to make some changes to my life. Can I afford to make them?
  3. How much money do I need?
  4. If I die, exactly how much will my family get and how does that break down as a monthly income?
  5. If I get sick and can’t work, what will the future look like?

Have you ever asked yourself these questions? Do you want to know what the answer is?