Sample Questions with Elements

Abby Morton
Abby Morton
  • Updated

Here is a sample list of questions you could take to create campaigns (email or social media) to show how you help answer basic questions for your clients.

  • How much do I put down on a car?
  • Can I do a remodel?
  • Should I fund a Roth this year?
  • How to finance my car? Loan or cash?
  • Should I pay down my student loans or invest?
  • When should I sell my business?
  • When should I add a team member to my business?
  • How do I know if I’m set for retirement?
  • Should I save for my kid's college education? 529? UTMA? Brokerage account? 
  • How should I save for my kid's college education?
  • How much per month should I set aside for my children’s future?
  • How do I save for a house? 
  • How do I know how much house I can afford?
  • How do I finance a big purchase? 
  • Am I spending too much money for how much I make?
  • When should I start investing?
  • What is the best way to start investing?
  • Should I pay down debt or save for retirement?
  • When should I pay off my student loans?
  • How do I manage my student loan debt?
  • How do I know if I can retire now? 
  • When do I know I need to set up a retirement plan for my business?
  • How can I get more organized when it comes to my finances?
  • How can I set up and stick to the right budget for my family?

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