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QUESTIONS???????????????

This is a great time to think about what you want to accomplish financially in the next year. Below are some questions for that you might want to discuss. Remember you are not sitting down to argue but use it as a brainstorming session to discuss ideas, goals, and dreams.

  1. Do you feel comfortable with the amount of money we make?
  2. Is there anything we can do to increase the amount of money we make?
  3. Is money more important than family time?
  4. Do we have adequate life insurance?
  5. Are we giving the right amount to charity each year?
  6. Shall we increase our charitable giving?
  7. What charities are important to us?
  8. Whom shall we give to?
  9. When is the best time to give? Weekly, monthly, one time?
  10. Are we comfortable with our debt?
  11. What can we do to reduce our debt?
  12. How much should we save?
  13. How often should we save?
  14. What are we saving for or what is our purpose?

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