FundEx logo
Discover

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:

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

Vision Worksheet

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, what’s best for you? The life purpose worksheet will help keep you top of mind throughout your visioning.

Your life purpose worksheet.

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

Build your 3 year life vision worksheet

Build your 10 year life vision worksheet

Build your 20 year life vision worksheet

*Please Note: personal information collected is kept strictly confidential. Fraser & Partners will not share information with any other party. Contact details are used to provide results back and occasional, relevant communications that include opt out.