Questionnaire

How well are you working together?

Teamwork is hard but the benefits are wonderful...1 + 1 = 3.

Two heads are better than one...when they're not fighting, but are pulling together.

So how well is it going when it comes to difficult issues like money and not creating enabled/entitled kids and adults?

Are you building a legacy that will benefit them more than the money ever will?

Would losing one income change things dramatically?

Real Estate planning:

Good = Will or Trust

Better = a prepared spouse or successor

Best = Process that lasts for generations

For women, retirement strategy is a long race. It’s helpful to know the route.

#3:

We handle any differences or worries about out financial future well.

#8:

Does she have clear goals for our investments?

#19:

Our successors are prepared to manage and grow their inheritance.

#30:

He believes we have a smart, wise & trustworthy Insurance Agent.

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