Favorite Questions

What events could move my financial plan out of alignment? What are the probabilities of those events happening? Can my behaviors or circumstances influence those probabilities?

What are the smallest possible changes I can make that’ll have the greatest impact on my exposure to risk? What’s the largest possible return on the smallest possible investment?

How resilient is my financial plan to loss? How much financial horsepower do I have at my disposal for recovery? How can I influence the parts of my financial plan that will need to be sacrificed?

How can I use the confidence gained in answering these questions to better align myself with my current and future plans? How does taking action in this area serve as an accountability partner to how I say I want to live?

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