MCS Financial Advisors - Questions to Ask Yourself

Please enter your name, phone number, and e-mail address to access our questionnaire. Your candid responses will help both you and MCS decide if we are a good fit. We will not use the information collected here other than to contact you to schedule an appointment. Click here for the MCS Financial Advisors Privacy Policy.

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What do you want your money to do for you? What is your sense of when it must accomplish it?
When you think of the term "financial security" what comes to mind? What objective and/or subjective measures will indicate that you have achieved it?
What does money represent to you? What does it represent to your spouse or partner? Do you both tend to agree or disagree on issues surrounding money?
What kind of images does the phrase "a life well spent" summon up for you?
What are your best memories associated with money?
What are your most painful memories associated with money?
When you hear the term "beat the market" what is your reaction?
How much money could you lose without feeling alarmed?
Have you hired a financial advisor in the past? If so, why are you looking for a new relationship?
What are your expectations of a financial advisor? What will constitute a successful relationship?
As you reflect on past experiences with another advisor(s), what were things that made the relationship viable and valuable? What aspects of the relationship were difficult or not satisfactory?
Are there aspects of finance that you enjoy, are there aspects that you find unpleasant?
What does the word Legacy mean to you?
How would you like to be remembered by those you love most?
What are the key financial messages you want to transmit to your children and or loved ones that will be remembered beyond your existence?