Wealth Management Questions and Resources
- Of all the assets you possess—tangible and intangible—which ones do you value most? Why?
- What is the best investment decision you ever made? What is the best investment decision you should have made but didn’t?
- Looking ahead what goals are driving your wealth accumulation decisions? What contingencies concern you?
- What portion of your finances should remain liquid for you to feel most comfortable?
- Do you consider yourself a person who reacts to risk as a more of a challenge or a threat?
- Ideally, what kinds of returns do you expect from a sound investment? What is the real time horizon for achieving those returns?
- If you look at my account statement and there is a moderate loss, what is your primary reaction?
- What is your primary objective for each account?
- If each account suffered a temporary decline, could you cover immediate cash flow (expenses) from other sources of assets?
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