Ron Blue
Diagnostic Questions for a Goals Facilitation Meeting
Tools and Resources: Client Tool
August 2021
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This tool is a list of questions designed to help advisors walk clients through a goals facilitation meeting, providing specific questions in the key areas of financial perspective, net worth, education, giving, budget, cash flow, investments, retirement, insurance, and estate.
About the Speaker
Ron Blue
Kingdom AdvisorsRon Blue is widely considered to be the father of Christian financial planning. He is the founder or co-founder of Blue & Co., Ronald Blue Trust, Kingdom Advisors, and the National Christian Foundation. Ron is also the founder of the Ron Blue Institute established at Indiana Wesleyan University in 2012. He has written more than 20 books on personal finance from a biblical perspective and has served on the boards of numerous organizations. Ron and his wife Judy have been married for 56 years, have five children and 13 grandchildren, and live in Bloomington, Indiana.
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