Future Client

 
 

Questions to consider

Before your meeting with your CALPRO Financial Advisor, please consider these questions. Your answers will help us understand your investment personality and objectives. We will discuss these questions during your initial Future Client meeting.

Your investment objectives:

  • What are your most important personal and financial goals?

  • How would you like to spend your time in retirement?

  • If you have a business, how would you like to participate or “sunset it” over time?

Your current picture:

  • If you currently have a financial plan, how is it invested (e.g., savings accounts, money market funds, mutual funds, individual securities)?

  • If you own a business, what is the type, length of ownership, and growth potential? Are there any liabilities?

  • What are your estimated future expenses and income (e.g., college tuition, parental care, inheritance, long-term care)?

  • Should I be aware of any business or personal legal considerations or lawsuits?

Your investment style:

  • When you get a bonus or commission check, what do you typically do with that money?

  • How important to you are tax-sensitive investing strategies?

  • Do you consider yourself an aggressive or conservative investor?

  • Are there certain asset classes or securities you are interested in or wish to steer clear of?