Aligning Our Clients Core Values To Their Financial Aspirations

Financial Freedom Quiz Questions

You could allow yourself to slow down at work

You have strong, passionate pursuits outside of making a living

You work to have challenge, fulfillment, or to help others rather than to just pay the bills

You have enough money to buy everything that you NEED

You are on the same page financially as your spouse

You currently follow a strong, written financial plan

You review your financial statements and overall position monthly

You have enough financial reserves to support yourself and your family for a full year without working