1. Can you meet your basic living expenses?
2. Can you handle unexpected expenses?
3. Do you have a nest egg?
4. Does your home need repairs or refurbishment?
5. Do you have outstanding debt to be repaid?
6. Do you need to make any purchases?
7. Do you expect to need help around the house or in-home care?
8. Are there certain things that you would like to do for yourslef, your home, or for your family?
9. Do you anticipate a change in your income or expense?
10. Do you want to remain in your home for the foreeable future?
29221 Heathercliff Rd Suite 6
Malibu, CA 90265