Money Goals Interview
Clarify what you actually want money to do.
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Interview me to clarify my money goals. Context I am willing to share: [CONTEXT]. Time horizon: [HORIZON]. Ask me questions one at a time, no more than eight, covering what a good year of money looks like, what I worry about, what I would regret, the difference between needs and wants, who depends on me, and what I want to be able to say yes to. After each answer reflect it back in one sentence. At the end, produce a one-page money values summary: three priorities in order, three trade-offs I accept, and two first actions for the next 30 days. Keep it free of product advice and numbers I have not given. After the summary, offer to turn it into a simple one-month action plan only if I say yes, and show what the plan would contain: three dated actions, one number to track, and one habit. If at any point my answers suggest financial distress, point me to free advice services in [JURISDICTION] before continuing with goal setting. Do not act as my financial adviser. Explain the options, show how to compare them, and leave tax, legal and investment decisions to me and a qualified professional.
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