Risk Management begins with an objective assessment of what you are looking for and what your needs are. Answer these questions and reflect on what is the most important!

Bill Whitley’s 7 Questions

Answer these questions and click the button at the bottom to print your answers!

1️⃣ Who are the people you care about the most?

2️⃣ What are your most important assets?

3️⃣ What are the risks you worry about the most?

4️⃣ What’s your plan for unexpected events?

5️⃣ What do you want your financial legacy to look like?

6️⃣ Who do you trust to help you make financial decisions?

7️⃣ What’s the most important outcome you want to achieve from our conversation?

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