* 1. What is your biggest financial pain or challenge you are currently facing?

* 2. When thinking about improving your financial life, describe what a successful outcome looks like?

* 3. What is the biggest roadblock you face when trying to improve/simplify your finances?

* 4. What would it mean to you if that roadblock was no longer an issue?

* 5. Describe the perfect solution to remove that roadblock so you could manage your finances better?

* 6. What area of your finances do you need most help?

* 7. What is the best for you to learn how to simplify your personal finances?

* 8. What do you think is your next most important step to take in order to achieve a simplified financial life?

* 9. What other questions or concerns do you have regarding your finances?