Before meeting with the Your Source team for your initial
consultation, please consider and try to answer some of the
following questions:
What do you worry about the most?
What is your most important financial goal?
Do you think you're on pace to reach that goal?
What is standing in your way?
What's important about money to you?
What are other factors that weigh into your financial plans?
Where does your cash flow (income) come from?
When do you see yourself financially independent (retired)?
What regrets would you have if you were on your deathbed today?
Do you have wills and trusts?