Core Questions
The Financial Freedom Experience is all about what is important to you. Every individual/family is different. Here are some of the questions to ask yourself to discover the solutions that can lead you to experience greater financial freedom.
Dream Maker
- What do I love to do so much that I would do it if nobody paid me to do it?
What has to happen over the next three years for me to feel happy about my financial progress?
- For me to be happy with my progress over the next three years, what are the most important dangers, opportunities, and strengths that need to be addressed?
Peace Maker
What impact does money have on my family relationships? Is it a tool that aids us in living a life of purpose, harmony, and joy?
Do I primarily view money as success, security, love, or acceptance? How does my spouse view money?
How can different views on money make us stronger?
Financial Freedom Roadmap
What do the words "financial freedom" mean to me?
What are the next milestones I need to reach to achieve financial freedom?
- What is the financial freedom equation? and what is my personal financial freedom number?
Investment Optimizer
How important are my investments in reaching my financial goals?
What is the probability that my investment decisions will give me the future I desire?
How can I get the growth I need to outpace inflation without taking too much risk?
Retirement Income for Life
How will I be sure I have enough retirement income for the remainder of my life?
How will I protect myself from inflation over what could be a very long retirement?
What is the best investment strategy when I am withdrawing from my assets?
Tax Controller
What tax strategies am I using now that will make my money go further during retirement?
How can I lessen the tax burden of my tax-deferred retirement plan assets (401k, 403b, pension, IRA) in retirement?
What can I do now to lower or perhaps eliminate the taxes on social security without reducing my total income?
Family Fortune Builder
To what extent do I want to financially help my children, either during their lifetimes or as legacies to them?
How can I leave a legacy that will provide the maximum benefit to my heirs after I pass?
What can I do now to maximize future retirement plan inheritance assets I may receive?
Bridge Builder
How would my spouse (or other heirs) manage financially if I were to die today?
What can I do now to create a smooth transition for that time?
What can I do now to contribute toward the long-term financial security and peace of mind of my family?