We want to understand…
1. What brings you financial comfort?
- What's the best financial decision you ever made?
2. What causes you financial concern?
- What is a financial decision that didn't work well?
3. What money messages did you learn growing up?
- Where did you grow up?
- What career did you pursue?
4. What's important about money to you?
5. Who do you have financial responsibility to care for, besides yourself?
6. What do you believe you need to learn, to take charge of your financial affairs?
- What changes, if any, do you expect to make - going forward - with respect to the handling of your financial life?
7. What types of investments are you familiar with?
8. What did/would you teach your children or grandchildren about money?
9. Have you ever worked with a financial consultant?
- What would a 'successful' relationship with a financial consultant feel like to you?
- Would it be helpful for your financial consultant to 'run interference' with certain family members, on your behalf?
10. If you could wave a magic wand, what would your financial life look like five years from now?
Joslyn contributes a bi-monthly column to the Business Section of Main
Line Life newspaper.
CONVERSATIONS explores a variety of issues which drive our financial choices.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo,) which it awards to individuals who successfully complete initial and ongoing certification requirements.
Joslyn G. Ewart is a Financial Representative offering Advisory Services and Securities through Lincoln Investment Planning, Inc., Registered Investment Advisor, Broker Dealer, Member FINRA/SIPC. Entrust Financial, LLC and Lincoln Investment Planning, Inc. are independently owned and each is responsible for its own business.