Your Objectives and Values

The following questions will help you start to crystallize your objectives and values. Write down your answers and review them on a regular basis.

  • Financial planning means different things to different people.  What does it mean to you?
  • What is your biggest financial concern?
  • How do you want to spend your retirement years?
  • What are your financial values, and how have they impacted the decisions you make in life?
  • Do you have a plan for dealing with health issues and crises if they arise?
  • If you own a business, will you be able to sell it for what it’s worth?
  • Do you have an access plan that will help you manage your income taxes in retirement?
  • Will your estate plan take care of you and your spouse while you’re alive?

Taking the time to review and change your responses over time will allow your subconscious mind time to process the ideas, which will assist with your responses. Realize that pursuing your goals and values is not a one time event. You don’t have to pursue everything at once. Financial planning is an ongoing process.

We can help you dive deeper into all of this, so you can get on track toward your objectives and stay there.

Start answering these questions or call us at 760-688-2366 for a no cost and no obligation consultation today.