Move closer to the grandkids or stay near your friends? Travel hard for ten years or stretch it across thirty? Pour money into the lake house, or into the foundation you've always wanted to start? Keep working part-time because you love it, or stop because you've earned it?
Every one of those choices is a financial decision wearing a different costume. And every one of them gets easier the moment you know what you value most.
This questionnaire surfaces it. Forty statements, no jargon, no judgment. You rate how strongly each one describes the life you want to be living, and we hand you back your top three values, ranked, with a clear sense of what each one means for the money decisions ahead.
We turn hopes into habits.
We are guides in establishing and clarifying goals, creating accountability, and maintaining motivation.
With a simple, proven framework, we make personal growth practical and financial success achievable.
This material is prepared by Plan to Live Inc. and is intended to provide general information on legal, financial, planning, and advocacy-related topics as of the date of publication. The information is provided in summary form only and does not constitute legal, financial, tax, or other professional advice, nor should it be relied upon as such. Readers and participants should seek appropriate professional advice specific to their individual circumstances before taking any action based on the information contained in this document or program. While reasonable care has been taken in the preparation of this material, Plan to Live Inc., its directors, officers, employees, associates, and any individuals acting in a consultative capacity on its behalf accept no responsibility or liability for any errors or omissions, or for any loss or damage arising from reliance on the information provided, including where such errors or omissions result from negligence.