thegrandkaidbz
Up-and-Coming Sensation
I am trying to interview people for a school project. The purpose of the interviews is to learn how to plan financially form other people's experiences. I am required to interview at least 2 people. Please answer these questions if you can. You do not have to answer all the questions. Answer at least 20 questions and I will give you 50 FP Cash.
1. What is your educational background? Work history and current title/responsibilities?
2. Family?
3. Does your spouse work?
4. What is important about money to you?
5. What are your current financial Priorities?
6. What types of retirement plans are you participating in and why?
7. Are you saving for something in particular? College, 1st/2nd home, travel, etc.
8. How do you feel about being debt free? What is your plan or how are you attacking debt? Do you believe in a strong case position (reserve account)?
9. Do you have any advisors that help you with your financial decisions?
10. What experiences have you had working with advisors in the past? Good/Bad
11. What advice would you give in selecting an advisor to work with?
12. What are some financial decisions that you have made that you are proud of?
13. What are some financial decisions that you have made that you would like to have done differently? Why?
14. How closely do you follow a budget?
15. How do you and your spouse work together as it relates to paying bills, making financial decisions, etc?
16. Do you feel that you have a well-defined financial plan?
17. How has the recent market/economy affected your plans?
18. What advice would you give me so that I can be successful financially?
19. Are you happy with the work that you have done towards estate planning? Do you have a current will, power of attorney, living will or trust? Who helped you make those decisions? Have you shared your plans with your heirs?
20. What types of investments have you mostly used in the past? Why have you concentrated in those areas?
21. How often do you manage the progress of your investment portfolio?
22. Do you own personal life insurance?
23. How long have you had it?
24. How did you decide how much and what kind of life insurance to own?
25. Do you have disability insurance or long-term-care insurance? Why or why not?
26. Do you do anything special to educate yourself and stay current with your understanding of financial matters?
27. What things are you most worried about financially?
28. What are you most confident in financially?
-- 09 May 2011, 22:53 --
This was a bad idea. Topic is closed.
1. What is your educational background? Work history and current title/responsibilities?
2. Family?
3. Does your spouse work?
4. What is important about money to you?
5. What are your current financial Priorities?
6. What types of retirement plans are you participating in and why?
7. Are you saving for something in particular? College, 1st/2nd home, travel, etc.
8. How do you feel about being debt free? What is your plan or how are you attacking debt? Do you believe in a strong case position (reserve account)?
9. Do you have any advisors that help you with your financial decisions?
10. What experiences have you had working with advisors in the past? Good/Bad
11. What advice would you give in selecting an advisor to work with?
12. What are some financial decisions that you have made that you are proud of?
13. What are some financial decisions that you have made that you would like to have done differently? Why?
14. How closely do you follow a budget?
15. How do you and your spouse work together as it relates to paying bills, making financial decisions, etc?
16. Do you feel that you have a well-defined financial plan?
17. How has the recent market/economy affected your plans?
18. What advice would you give me so that I can be successful financially?
19. Are you happy with the work that you have done towards estate planning? Do you have a current will, power of attorney, living will or trust? Who helped you make those decisions? Have you shared your plans with your heirs?
20. What types of investments have you mostly used in the past? Why have you concentrated in those areas?
21. How often do you manage the progress of your investment portfolio?
22. Do you own personal life insurance?
23. How long have you had it?
24. How did you decide how much and what kind of life insurance to own?
25. Do you have disability insurance or long-term-care insurance? Why or why not?
26. Do you do anything special to educate yourself and stay current with your understanding of financial matters?
27. What things are you most worried about financially?
28. What are you most confident in financially?
-- 09 May 2011, 22:53 --
This was a bad idea. Topic is closed.
