Goals Exercise
Explore Yourself
Goals Exercise
Directions
Rank each of the following values 1-16 (or more). Clarify the definitions if you need to. No ties!
For Financial Advisors: if you adapt from this document please send us a courtesy email with any improvements or corrections.
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____ Finance children’s education
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____ Buy a new home (primary/vacation)
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____ Buy a new car/boat/thing
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____ Travel extensively
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____ Save for retirement
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____ Reduce/eliminate debt
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____ Set up a reserve/emergency fund
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____ Create financial independence
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____ Support elderly/any relatives
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____ Contribute to favorite charity/cause
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____ Start/buy/expand own business
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____ Create/leave large estate for heirs
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____ Provide for dependent’s special needs
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____ Other ________________________________
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____ Other ________________________________
