Prosperity Financial Planning®

Client Pre-Discovery Questionnaire

Thank you for taking the time to share a bit about yourself before our meeting. These questions help me understand what matters most to you — your values, the transitions you're navigating, and the goals you have for the years ahead.

There are no right or wrong answers. Respond in whatever depth feels comfortable, and feel free to skip any question you'd prefer to discuss in person. Your responses are kept strictly confidential. Your responses will only be visible to Elizabeth and yourself.

Your details

Name*Email*Phone*Date*

What Matters Most

1. When you think about money, what feels most important to you?e.g., security, freedom, family, generosity, experiences, legacy

2. What lessons or attitudes about money did you grow up with — and which have you carried with you?Family, early experiences, or beliefs that shaped how you view money today.

3. If you had complete financial freedom, what would you spend more of your time doing?

Life Today

4. How would you describe where you are in life right now — personally and professionally?

5. What's going well that you'd like to protect or build on?

6. What concerns or pressures, if any, are weighing on you right now?Financial, family, health, career — whatever feels relevant.

Transitions Ahead

7. What life or financial transitions do you anticipate in the next 1–3 years?e.g., career change, retirement, sale of a business, home purchase, marriage, children, eldercare

8. What about further out — the next 3–5 years?

Goals & Vision

9. What does a successful life look like to you ten years from now?Describe a typical week — where you're living, what you're doing, who you're with.

10. What goals — financial or otherwise — feel most important to address first?

11. Is there anyone else (spouse, partner, family member) whose perspective should be part of this planning?

Working Together

12. What prompted you to reach out at this particular time?

13. What would make our work together feel genuinely worthwhile to you?

14. Is there anything else you'd like me to know before we meet?

Confidential - please complete prior to our scheduled meeting