Leisure
Do you have any trips coming up in the near future?
Travel
Volunteering
Have you found one you like? Have you had it looked over and tested? Will you finance or purchase outright? Do you have a plan in place for unexpected occurrences?
Buy a car
How long is your contract to stay? Do you enjoy living there? What are some of the benefits you receive from staying here?
Rent
Is this something you look forward to doing? Will you be required to complete extended training? Will you be incurring any unexpected expenses during your transition?
Start a new job
Did you have to take a class to learn how to do this?
Learn a Skill/Enjoy a Hobby
Do you have a goal in mind for the current tax year?
Making charitable donation
Do you have a personal timeline for repayment? Do you have an obligatory repayment timeline? Do you have a plan in place for structured payments? Do you have a separate fund for this process?
Pay down loans
What steps have you taken to prepare for this major life change for your family? Will you continue to work during this time? How can we support you during this transition?
Welcome a Child
Do you have a separate plan in place for unexpected occurrences? Do you have a workplace plan that can assist? Will this become a recurring expense?
Covering Healthcare Cost
Is this something that you will continue to do just for fun, or something that could be a potential revenue source in the future?
Enjoying a Hobby/Learning a Skill
Is this for a special occasion or a recurring expense?
Giving money as gift
Is there a goal in mind? Do you know how long it would take to achieve this goal? What research has been completed in this area? Is this a one time payment or a recurring charge?
Budget & Save/Save for Large Purchase
Do you plan to complete any of the work on your own? How long do you anticipate the work to take? Have you sourced materials or contracting services?
Renovate
Will you be transition to the same line of business? Is this something you will do as your primary revenue source? Have you spoken with any subject matter experts before making any major decisions?
Start a business
Do you have a plan in place for unexpected expenses while there?
Travel
What plans are in place for meeting your desired goal, and how have you prepped for that expense?
Making Charitable Donation
What specifically is driving this plan? Is there a large purchase or major life event that is dependent on the success of this plan? What steps have you taken to date to be successful in this plan?
Improve Credit
Do you plan to contribute to all or part of the expenditure? Do you plan to contribute to each child's plan? When do you feel you would need to begin your planning? Are you prepared for any unexpected expenditures along the way?
Save for Education
Will you support an additional household? Will you be the primary monetary resource for anyone? Will you have to take time off work? Will you be able to work during this time? Do you have a plan for unexpected occurrences?
Take care of loved ones
What peaked your interest in doing this in your free time?
Enjoy a Hobby
When you think about your legacy, what does that mean to you and your family?
Make Estate Plans
Refinance
Would this be your primary location? Have you spoken with any subject matter expert to date? Do you know what you would look for in your perfect location? What do you look for in location? What matters most to your family?
Buy a Home
Does your employer have a paid program? Do you have an idea of when you would like to enjoy your time off? Do you have any major expense plans during that time? What will you do during that time?
Save for Retirement