Keys to Success

Before we begin, here are a couple of reminders for how to successfully complete this questionnaire:

1) When selecting which Directional Priorities are most compelling to you, think about what you want to see change in the next 12 months.  We are not looking for what you are already doing, but rather, we are interested in what you would like to see change: what do you want more of or less of in your life?

2) If a spouse or significant other is also participating in this exercise, we would ask that each of you complete this individually but would highly encourage you to share your top priorities with one another after finishing (a summary of your responses will be sent to the email address you provide).

3) Don’t overthink it.  We’ll have plenty of time to digest these priorities and understand how they translate to financial goals.