Values and Priorities - Fraser & Partners

When did you last pause to really think about where you see yourself and family in 3, 10 or 20 years? Using this tool kit invest the time now, your future will thank you for it.

Here’s how:

Fill in the values worksheet to identify your top priorities
Open the life visioning worksheet to build your vision
Visit your home, lifestyle, family, career , retirement and global reach sections for information, tools and inspiration
Contact us to meet with your advisor and discuss next steps

Values and Priorities

The first step in building your life vision is to complete the Values Worksheet shown below.

Your values and priorities are the foundation of your life plan. When you are clear about what is most important to you, i.e. what makes your life meaningful, you are inspired and energized to take the actions that move you toward your life vision. Keeping your top three to five values in mind helps you and your advisor design a financial strategy that is compelling and satisfying for you.

If you have a spouse, it is important to work through your values separately so that you aware of your differences. During the planning session we will aggregate your individual values to find common ground as the foundation for your life plan together.

*Please Note: personal information collected is kept strictly confidential. Fraser & Partners will not share details with any other party. Contact information is used to provide you with your results.

Click here for a printer friendly worksheet.

Name

Phone Number

Email Address

How important are the following values to you?

	1	2	3	4	5	6	7	8	9	10
Academics - To have a high regard for scholastic pursuits
Achievement - To accomplish my goals
Activity - To be fully occupied at all times
Advancement - To have the opportunity for career advancement
Adventure - To do things in new and interesting ways
Enjoyment - To enjoy life and have fun
Expertise - To be a known authority in a field
Family - To contribute to family members
Friendship - To have close companionship
Health - To be healthy and lead a healthy lifestyle
Independence - To be able to work or be alone and free from constraints
Location - To be able to live anywhere
Power - To have influence over my future
Prestige - To obtain recognition and status
Routine - To have a set daily schedule
Security - To minimize adverse changes in my life
Self-Development - To be the best I can be
Self-Realization - To realize the full potential of my skills and abilities
Social Service - To serve others
Wealth - To be able to afford opportunities

Please rate each value on a scale from 1 to 10. 1 being not important and 10 being very important.

If you had to pick your top 3 values what would they be?

Most Important Value

Second Most Important Value

Third Most Important Value

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