Chapter 5

Essential Questions You Need to Ask and Answer

Are you working with a financial professional and do you know what assets you have and whether they’re growing to keep up with your future plans? Are you keeping your financial circumstances in mind without letting them dominate the asset review you have been working on here? Are you able to use your newly acquired and updated sense of ALL your assets into formulating the crucial questions you can be asking right now and getting the answers you need?

It would be so much easier if you could ask five universal, all-encompassing, permanent questions to obtain all the key answers you need to plan for your future.

However, the reality, as you know from your own life and our conversation so far ...

Get How Do I Get There from Here? now with the O’Reilly learning platform.

O’Reilly members experience live online training, plus books, videos, and digital content from nearly 200 publishers.