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.
*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 and occasional, relevant communications that include opt out.
Click here for a printer friendly worksheet.