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The Three Questions

Tell me what matters most

Three questions to help me understand where you are and where you want to go. There are no wrong answers, so take your time and share as much or as little as feels right. Everything you share is encrypted, stored securely, and never sold or shared with anyone outside my firm.

The Three Questions

Three prompts, one at a time. There are no wrong answers, so take your time and share as much or as little as feels right. Nothing is sent until you add your name at the end.

Question 1

I want you to imagine that you are financially secure, that you have enough money to take care of your needs, now and in the future. How would you live your life? Would you change anything? Let yourself go. Don't hold back on your dreams. Describe a life that is complete and richly yours.

Question 2

You visit your doctor, who tells you that you have only five to ten years left to live. The good news is that you won't ever feel sick. The bad news is that you will have no notice of the moment of your death. What will you do in the time you have remaining to live? Will you change your life, and how will you do it?

Question 3

This time, your doctor shocks you with the news that you have only one day left to live. Notice what feelings arise as you confront your very real mortality. Then ask yourself: What did I miss? Who did I not become? What did I not get to do?

Contact

Where should I send this?

Your answers go straight to me, and a copy comes back to your inbox.

Your information goes directly into our client records and is not shared with anyone outside the firm. Modern Wealth does not provide legal or tax advice and does not draft documents.