Vision Toolkit

When did you last pause to really think about what is most important to you and 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.

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.

Your Vision

It’s your life. What do you want to make of it? The most easily attainable, measurable, and gratifying financial results are achieved with a sense of purpose, one that begins with an understanding of what means the most to you. Defining your life goals – and building the financial framework to achieve them – is an essential starting point for your future success.

When you’re thinking about the future it’s easy to become caught up in what’s best for everyone else, but what’s best for you? The life purpose worksheet will help keep you top of mind throughout your visioning.

The following worksheets will assist you in building your 3, 10, and if you’re feeling energized, even your 20-year life vision.