During the Growth stage, you should review those items you identified as important to you and see where you stand.

Ask yourself the following questions:

• Are your assets titled correctly in light of your objectives?

• How much money do you need to keep for personal financial independence?

• Is putting money aside on a regular basis for long-term savings important to you? Why?

• What thoughts or feelings do you have about debt in general?

• What concerns do you have regarding protecting your income against loss due to an accident or illness?

• Are you satisfied with your previous investment experience? Why?