Personal and Family Financial Plan

Welcome to your Personal and Family Financial Plan

The ultimate goal of every financial plan is to be financially independent. Financial independence means you are in control, and not depending on anything outside of your asset; you don’t have to work all your life and you can choose to retire at your own time. A financial goal is an objective which is expressed in terms of money and is based on money. For some people, your financial goal might be to get out of debt, for others it might be early retirement, and so on.


Before you start any financial plan, it is important for you to understand your own current financial situation. Self-awareness is about understanding your own needs, lifestyle, habits, risks and everything else that makes you who you are. The more you know about yourself, the better you will be at determining the financial changes that suit your needs.


Here is the Personal and Family Plan Quiz. Take your time and answer these questions:


If you're interested in both Personal and Self Employment Financial Plan please follow the Self-Employment link; you'll see it again as soon as you finish the Personal Quiz:


Self Employment Financial Plan

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What is your full name?

Do you live in the United States?

How did you hear about my services?

1. What is your biggest financial struggle right now that we will overcome together?

2. What are the financial goals we are going to accomplish together?

3. Where do you want to be a year from now financially?

4. What are the three areas you wish to develop, enhance, or grow?

5. What is your long-term goal?

6. Where do you fear ending up if nothing changes?

7. What is your ideal lifestyle that you want your new financial situation to afford? Think, "If money was no option..." Paint a picture of a day in the life of your desired lifestyle.

8. On a scale of 1-10, how important is financial freedom to you? Get specific and dig deep for this question.

9. Are there any steps you could take right away that would significantly improve your situation?

10. What matters the most to you regarding your goals?

11. How will your achieving these goals help others around you?

12. Do you have any idea what may be preventing you from attaining your goals & dreams?

13. What fears or inner drives are influencing your response to take action towards financial freedom? How could you remove those things from the equation so you can make a better decision?

14. Have you considered the potential barriers - what are these? Tell me how you plan to overcome these barriers or obstacles?

15. When was the last time you woke up feeling optimistic or excited about the day ahead?

16. What is one key thing you want to achieve or see change at this moment?

17. What will you need in place to get started?

18. Help me understand why this change is particularly meaningful to you?

19. What do you see as the first step to accomplishing your goal? What do you think would be a good first step?

20. What do you feel is preventing you from learning the knowledge you’re after? Have you asked anyone else for help? If so, what happened?

21. Can you think of some alternatives? Is there another way? How open are you to another way?

22. What would you do if time/money/resources weren’t an issue? How different would your life be?

23. Which of your goals require assistance from other people, and which ones depend entirely on you?

24. Do you have an income? Do you think you have sufficient income to reach the goals you’d like within the time you desire?

25. How much of your income can you set aside monthly towards, savings, life insurance, retirement and investments?

26. When do you want to retire? Are you prepared for an involuntary retirement? (i.e. retirement caused by an inability to continue working)

27. How much money do you think you need to retire? What if you live to age 85, what would be your saving goal?

28. Do you have a Retirement Plan in place? E.g. 401-K, Annuities, IRA, Mutual Funds, etc.

29. Do you have a family already or intend to start a family one day?

30. Do you need education planning if you have children?

31. What assets can you invest in? e.g. Property, Bonds, Equities/Company ownership, Commodities, Mutual Funds, etc.

32. What will it mean to you when you are successful? How will you feel?

33. How can you keep yourself on track to be successful?

34. How will you specifically know what success looks like for you? Describe/define success?

35. What kind of "financial success" have you accomplished already?

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