When we meet to see if we’re a good match, here are the five 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. What are the most important things you want — and expect — from a financial advisor? How important is it to you that you have a financial advisor who approaches money from a faith perspective?

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

4. What role does financial giving and generosity play in your household?

5. Imagine that you’ve just stepped into retirement. Everything that you’ve worked and saved for begins tomorrow morning. What are you going to be doing? What does the first year of retirement look like for you?