Defining What Matters To You

Before meeting with a financial advisor, it is important to know what you want your life story to look like. Start by defining what is important to you: _____________________________________________________________

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Examples:

Freedom

Having enough income during retirement

Determining where and how to withdraw funds for income

Positioning myself to enjoy more of the things in life I value

Debt

Cash flow and debt management/elimination

Purchasing a retirement property or second residence

Educate

Providing for education

Protect

Family security in the event of death, disability, etc.

Protecting my assets from creditors and liability lawsuits

Estate

Legacy planning and efficient transfer of my estate

Business succession planning and family dynamics

Passing my core values and beliefs on to my children

Charity

Providing capital for charitable organizations that I support

Taxes

Avoiding excessive taxes on the sale of assets

Reducing the income taxes generated from my investments

Clarity

Having a sense of security/confidence regarding my future

Knowing if your current investment strategy is right for you