Some examples of situational questions include: What are your financial goals right now? What are your future financial goals? Do you see yourself in your current career five years from now? What is your current income? Are you able to comfortably cover your monthly expenses? Is it important for you to travel when you take time off from work? Where do you like to go? Do you have enough money left at the end of the month to put towards your financial goals? Do you have a plan to pay off your debt quickly? What options have you considered for saving towards your children's post-secondary education? Do you have a pension plan at work? An RRSP? How long do you want to work? How much money would you like to receive annually once you semi-retire or retire?