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.

  • What is your biggest financial concern right now, and what are you doing to address it?
  • How do you want to spend your retirement years?
  • Financial planning means different things to different people. What does it mean to you?
  • How have your financial values impacted the decisions you make in life?
  • Do you know how much it may cost to self-insure for major health care costs, such as long-term care?
  • Do you have a plan to deal with major health crises if they arise?
  • If you own a business, will you be able to sell it for what it’s worth and in a timely manner?
  • Do you have a way to reduce your income taxes in retirement?
  • Is your estate plan designed to take care of you and your spouse while you’re both alive?

Take some time on a regular basis to review and change your responses, as this will allow your mind time to process the ideas over time. Realize that planning for your goals and values is not a one time event. It's a process. You don’t have to get it all right the first time. That's why we always review your plan with you just as we do your portfolio, tax returns, estate plan, and insurance coverage.

Click here to schedule a no cost, no obligation 30-minute conversation today. We'll talk about your goals, dreams and wishes, because ...

An initial conversation is free. Achieving your goals is priceless.