1. Do you spend less than you earn?
2. What is your net worth (assets minus liabilities)?
3. Do you have a CPA and Attorney?
4. Do you have a will?
5. Is your image tied to your possessions?
6. How much do you donate to charity?
7. Do you have a passive income source(s)?
8. How are your investments and assets diversified?
9. What size is your rainy day fund?
10. What’s your retirement date, and plan afterwards?