What are your top financial concerns?
Do you have a good understanding of benefits provided by your employer and their role in your overall financial well-being?
What financial resources would you like to see added in the future?
How do you handle your credit card repayments?
Which of the following causes you the most stress?
Do issues pertaining to financial matters cause distraction at work?
Which of the following have been affected by your financial worries?
Have you already withdrawn once or twice from investments which were meant for your retirement?
Are you concerned about how much you are spending on items like eating out, clothing, electronics?
Are your dependents fully aware of your financial liabilities?