from Mean Time Love by Anita Ross

When answering each question be as descriptive as possible. Give plenty of examples.

What

• What are your financial goals?
  • What is your annual income?
  • Do you own or rent a home?
  • How much 'disposable' income do you have?
  • What kind of lifestyle do you have?
  • What does your home look, feel, smell and sound like?

Why

• Why do you have these financial goals?
  • a. Is your financial situation in alignment with your authentic self? If so, how?
  • b. Does your financial situation support you in expressing yourself fully? If so, how?
  • c. Are you happy with your financial situation? If so, how do you know?

Who

• Who does your money impact?

Where

• Where does your money go?
  • a. What are your major expense categories?
  • b. What are your necessities?
  • c. What are your luxuries?
  • d. How much do you give to charity?

When

• When will you have this financial position or do you currently have it?