Past:

• What has been your experience with financial planning or a finance plan?
• What’s your experience with financial planning? 
• Tell me how you met? (married couple) – W.D. Metheny
• Tell me how you met? – Matthew Niederbaumer
  

• Where are you from? – Robert Helland

Present:

• If your life were to end today, what would you want me to tell your spouse to do?
• So, what is your plan? – Kathy Wichmann
• What’s your distribution plan? – Brent Koehler
• What do you do for fun? – Timothy Valen

• What plans do you have in place:

  • • If you were to die today?
    • Become disabled?
    • To retire successfully?
    • To accomplish your goals? – Colin Aldis 

• Do you have long term care insurance? (Almost always say “no”.)… talk about consequences and them ask next question:

  • • Where do you keep your just in case money? – Thomas Bjerk

• What have you learned from your past that got you to where you are today that you would like to change to help improve your future? – Michael Moberg

• What do you like to do for fun? – Ruthann Kragh

• What do you enjoy doing to keep you busy? – Brittany Sands

• What is new and exciting in your family? – Tim Filtter

Future:

• When would you like to retire?
• How do you see yourself financially in the next 20 years after retirement? – Ronald Jutting
• When the Lord calls you home, tell me what you see?
  • • Are they happy, protected, taken care of and how well? – Charlotte Scurry 

• When you think about retiring, what excites you the most? What concerns you the most? – Steven Zenk (also addresses concerns)

• What do you want your financial world to look like 5, 10, 20 years from now? – Tim Reinke

• What keeps you up at night? - Personally/Finanically
• What is your biggest concern today? – Donald Dale
• What scares you about retirement? – Robert Bolger
• How do you feel about your financial future if your spouse passed away today? Do you feel secure? – Stacy Millard

• I hear that people age 65+ are more concerned with running out of money, then they are with dying… do you agree with that? – Thomas Graff

• What is your personal goal or concern today? – Micheal Adler

• Why did you say yes to meeting today? – Patti Kelly

• NA

• What do you feel your needs are? – Marlin Lessmann
• What difference would this make for your family? – Linda Steinhauer
• How are interest rates treating your financial plan? From that I ask a lot more questions based on their response. – Nicholas Lewis
• To the quiet one of the couple – “Do you agree with that idea?" – Laura Tjomsland

• In a meeting when the couple ask the opinion of each other – How do you feel about this idea? Or option? – Diane Beckmann

• Are you going to be more upset w/ me if we missed an up market or rode a down market – Kendall Koens

• Who influenced you to start taking action on your financial goals? – Kayla Siewert

• How do you feel about this? – Nancy Hansen

Real:

•  What do you think prevents you from meeting your needs/goals? – Arnold Claeys

Imagined:

• NA

•  What is the highest priority that you both agree on? – Don Mahlen

• What is important to you today? – Scott Bingham
• In coming in today, was there a main concern you wanted to make sure we covered today? – Justin Zea
• What is the most important financial goal for you and your family? – James Buss

• Why did you want to see me today? – Gary Oliver

Results:

• What are/were your expectation of our time we hare together/meeting today? – Michael Helling
• When you agreed to meet with me tonight, what did you hope to accomplish? – Douglas Olawsky
• What do you expect out of our meeting today? – Dennis Mears

• What is your most important outcome you want to achieve today? – Kenneth Bittner

• What would you like to accomplish today? – Eric Funk

• When you thought about our meeting today, what is one thing you hope we go over or dicuss? – Trent Fischer

• Have I met your expectations for today and is there anything else you wish to discuss today? – Curtis Baumgard

Process:

• What is your HAG! and how do you want to get there? – Larry Hawe