Welcome

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

Household Name (optional)

Meeting Date *

Primary Planning Focus (select all that apply)

🏖️ Retirement

👨‍👩‍👧‍👦 Family

🌟 Lifestyle

🚀 Business

💼 Taxes

🛡️ Protection

🏛️ Legacy

🎁 Giving

➕ Other

What Matters Most

From the priorities below, select the 10 that resonate most strongly right now.

Add Your Own Priority

0/10 selected

What Matters Most to You

Help us understand your priorities by choosing between these pairs.

Tell Us More

For your top priorities, help us understand what they mean to you.

Your Goals

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

0 goals added

Tradeoffs & Priorities

Help us understand how you think about these key decisions.

💸 Enjoy life now Save aggressively 💰

Balanced

🎯 Certainty Flexibility 🔄

Balanced

✨ Simplicity Optimization 📊

Balanced

✅ Hands-off Hands-on 💼

Balanced

Current Constraints or Concerns (check all that apply)

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

😰 What's your biggest financial worry right now?

💡 What's the biggest opportunity you see?

🎯 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 in place Estate plan updated Cash flow system Business plan progress Reduced stress

Vision Mapping

Welcome

What Matters Most

Add Your Own Priority

What Matters Most to You

Tell Us More

Your Goals

Tradeoffs & Priorities

🎯 Defining Success

Vision Mapping Summary

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