1. What are your financial objectives for the upcoming year?
2. How do you currently manage and track your budget?
3. What is your current net worth?
4. Do you have an emergency fund, and how many months of living expenses does it cover?
5. What is your present debt situation?
6. How much do you save or invest monthly?
7. What types of investments are you currently involved in?
8. Have you established a retirement plan?
9. Are you actively monitoring your spending? What method do you use?
10. What financial lessons have you learned from past mistakes?
11. Do you have life insurance or other forms of financial protection?
12. How frequently do you review and assess your financial standing?
13. How do you approach risk when it comes to investing?
14. How do you manage unexpected financial challenges or emergencies?
15. What are your primary sources of income?
16. Are you satisfied with your current income level? Why or why not?