1.) If I save as much money in the next 10 years as I did in the last 10 years would I be happy?
2.) Do I know where all my money goes?
3.) What is the best way to save for college? How much should I save?
4.) How can I reduce debt or save more?
5.) Do I even have specific financial goals?
6.) Do I make a good income and always have enough money?
7.) Do I plan, at the start of the year, to obtain and use all allowable tax deductions?
8.) Do I understand and take full advantage of my company’s benefit plans?
9.) Employee Stock Options: What is their current and potential value? Which ones should I consider selling now? What strategy should I put in place to sell them?
10.) Insurance: Do I need life, disability or long-term care insurance? If so, how much, and for how long?
11.) Do I have all things in order if something happens to me? Have I created peace of mind through proper estate planning today?
12.) Do my investments perform at a level to sufficient enough to reach all my financial goals?
13.) Do I know how to become financially independent?
14.) Do I know how much money I need to save to have a comfortable retirement?
15.) Investments: What are the best investments for me?
16.) Implementation: I understand what to do, but I am not certain how. How do I accomplish the next step?
17.) Management: Is there an objective professional who can monitor, manage and report on my portfolio's progress towards my goals?
|If you have answered no to any of the questions, allow us the opportunity to provide the answers. Ask our Financial Planners a question.|
|A secure future doesn't just happen. We help you take control.|
|We cut through the financial information clutter. And clarify your options.|
Donald Martin, CFP®
1000 Fremont Ave. Ste. 135, Los Altos, CA 94024
Telephone (650) 949-0775