When we meet to see if we’re a good match, here are the kinds of questions I will ask you — in a very informal, relaxed, conversational way at the round table in my office in Ocean Grove.

1. I’m very glad to have this opportunity to meet you. Please tell me something about yourself/selves, and about what you’re trying to accomplish financially.

2. Why do you believe you need a financial advisor? What are the most important things you want — and expect — from a financial advisor?

3. What do you most hope will happen to you financially, over the balance of your life? And what do you most fear might happen?

4. Who is your money for?

5. Imagine that you’ve just stepped into retirement. What are you going to be doing? What does the first year of retirement look like for you?

6. Is there something you wish I had asked you that so far I haven’t? What really important aspect of your situation might I have missed?