Client Discovery

Vision Mapping

Let's build a clear picture of what matters most to you and where you want to go.

Welcome

Tell us a little about yourself to get started.

Household Name

Meeting Date *

Primary Planning Focus (select all that apply)

🏖️ Retirement

👨‍👩‍👧‍👦 Family

🌟 Lifestyle

🚀 Business

💼 Taxes

🛡️ Protection

🏛️ Legacy

🎁 Giving

➕ Other

Step 2 of 7

What Matters Most

Select the 10 priorities that resonate most strongly with you right now.

Add Your Own Priority

0 / 10 selected

Step 3 of 7

Ranking Your Priorities

Choose between these pairs to help us understand what matters most.

Step 4 of 7

Tell Us More

For your top priorities, share what they mean to you.

Step 5 of 7

Your Goals

What specific goals would you like to work toward? (optional, up to 7)

0 goals added

Step 6 of 7

Tradeoffs & Priorities

Help us understand how you think about key decisions.

💸 Enjoy life nowSave aggressively 💰

Balanced

🎯 CertaintyFlexibility 🔄

Balanced

✨ SimplicityOptimization 📊

Balanced

✅ Hands-offHands-on 💼

Balanced

Current Constraints or Concerns

Cash flow tightness Tax sensitivity Market volatility discomfort Upcoming big expenses Business uncertainty Family obligations Health/longevity concerns

😰 Biggest Financial Worry Right Now

💡 Biggest Opportunity You See

Step 7 of 7

Defining Success

One year from now, what would make you say this planning was worth it?

Success Metrics (select up to 3)

On-track clarity Retirement date confidence Tax savings Portfolio alignment Protection coverage Estate plan updated Cash flow system Business plan progress Reduced stress

Complete

Your Vision Map

Important Disclosures
This document is for educational and planning discussion purposes only. It does not constitute investment advice, a solicitation, or a recommendation. Your financial advisor will use this information along with your complete financial picture to develop personalized recommendations.