Q1. Do you know how much you save or spend each year?

Q2. Do you know what is your current net worth?

Q3. What are the ten most important things you want to accomplish while you're on this Earth?

Q4. Do you know if you are borrowing money the most efficiently?

Q5. How much are you investing in your own human capital or that of your children and grandchildren so they can earn the most during their working years?

Q6. Do you have the proper choices in your retirement plan and is it enough to allow you to retire when you intend to?

Q7. Do you have the proper amount in an emergency fund?

Q8. If God forbid but something were to happen to you, will your family be able to put everything together? Have you made any passive income so that things can run smoothly without you?

Q9. Have you done any planning or made any investments to reduce your income taxes?

Q10. What has been your rate of return over the years and is it competitive to the respective benchmarks?