- Have we achieved your short-term financial goals and are you on track for medium and long-term success?
- How will we monitor and analyse the results of your financial strategy and within what timeframe?
- What steps are required to align your financial and lifestyle/organisational goals?
- What is a reasonable timeframe for implementing your financial/business developmental plan?
- What is needed to achieve your financial goals?
- What are your means for (and potential barriers to) achieving your goals?
- What is your risk appetite?
- How should you structure your business to maximise growth and profitability?
- By what method and in what timeframe will we seek to achieve your lifestyle/organisational and financial goals?
- What is your current financial position?
- What are your short term needs and medium and long-term financial goals?
- How do your financial goals fit with your lifestyle/organisational aspirations?