1) Would you like to have the same financial advisor as the other members of your family? Why or why not?

2) What types of conversations would you like to have with a financial advisor to address the most important financial topics in your life?

3) If your family had a household financial advisor: How and when would you want to be introduced to the family's advisor? What would be your preferred way to communicate with the family's advisor?

4) If your family got a household financial advisor, what else could make it an ideal experience for you?