Discovery

Behavorial Finance: What Keeps You Up At Night

DISCOVERY QUESTIONS

Everyone wants their life vision to be their reality. In today’s hectic world, simple financial management isn’t enough. People are looking for happiness, balance and meaning in their lives. We all want to live our passion and leave the world with no regrets.
  • What is your greatest achievement?
  • When you think of money, do you feel embarrassment?
  • Exactly what motivates and drives you? What’s important for you?
  • What messages about money did you receive from your Mother? Your Father?
  • How do you define success for yourself? What does success look like to you?
  • How successful do you want to be?
  • What hurdles or obstacles have you overcome?
  • What is your greatest concern that your money is not doing for you?
  • What consistently holds you back?
  • What do you want to accomplish (now)(this year)? What’s on your wish list? What can you do today to start this process?
  • What is the best investment you have made? The worst investment you have made?
  • What’s possible? What are the possibilities for the future?
  • What are your priorities?
  • Where do you see yourself 5 years from now? What would you like to be doing 5 years from now?
  • What financial values or discussions with your parents continue to affect you today?
  • What are you putting up with? What are you tolerating?
  • Are you where you want to be (financially, career, personal…)?
  • What is it you want that you don’t already have or achieved?
  • Describe a joyful memory about money. A painful memory.
  • If you were guaranteed success (couldn’t fail), what would you do?
  • What are some of the financial decisions you have made in the past that you regret?
  • Where do you want to achieve better results? What do you think you are capable of?
  • What do you most want in your life right now?
  • What would it take to make you happy (now)(a year from now)?
  • What does financial independence mean to you?
  • What’s important for you right now?
  • If you could change anything about yourself, what would it be?
  • What do you do to deal with your feelings about money?
  • What’s important about money to you?
  • What would you like people, peers, family, and friends to say about you? What would you like to be remembered for?
  • What are you really good/ great at?
  • How can you make your life fun, enjoyable, exciting and rewarding?
  • What now? What’s next?
  • What would you like to start or stop doing that would lead to a positive chain of events?
  • Where is your trajectory taking you? Where are you headed?

    INSIGHTS FROM OUR TEAM

    More than a financial provider, we identify and understand your life goals and then create a dynamic wealth management solution to help you achieve them.

    INSIGHTS FROM OUR TEAM

    We facilitate introductions to thought leaders and successful peers in our community.

    INSIGHTS FROM OUR TEAM

    We provide your team with additional resources to efficiently realize your legacy.


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We carefully monitor your strategic plan to ensure continuous alignment with your goals. In addition, we provide consolidated performance reporting on a periodic basis. We encourage you to communicate any significant change in your situation so that we may make the appropriate adjustments.

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