Table of Contents
“Questions to ask yourself”
The more aware you are
of your own attitudes, beliefs, and values about money,
the better client you'll be. We encourage you to reflect
on how the answers to these questions might affect your
working relationships with your financial advisors:
What issues commonly arise when you deal with
someone in an advisory or authority role?
As a person with wealth, how do you feel and
think about yourself, and how do you imagine others
How well can you separate your financial security
from your sense of psychological security?
How well do you understand the ways in which
your relationship to money is similar to and different
from those of your family?
--Stephen Goldbart, Ph.D.
and Joan Difuria, MFCC. Money, Meaning, and Choices Institute,
© 1990-2005, More Than Money, All rights reserved