Why are we asking these questions?
The statements you selected help you uncover what’s most important to you, from among seven key life priorities. This insight can help an advisor work with you to pursue your goals.
Seven life priorities
Finances
Bringing it all together and defining your financial goals.
Home
Upsizing, downsizing or buying a vacation home.
Health
Managing healthcare expenses, now and in the future.
Family
Taking care of your family and other people in your life.
Leisure
Spending your free time in ways that are meaningful to you.
Giving
Volunteering, mentoring others and giving to charities.
Work
Working in retirement, selling a business or starting a new one.
Getting you the right resources
Based on your responses, we selected the highlighted priorities. Feel free to click on others that are important to you, or remove those that aren't.
Dive deeper and we’ll provide resources, articles and videos selected just for you.
Finances
Home
Health
Family
Leisure
Giving
