Personal Vision Statement

This exercise is designed to help us identify a few goals and begin developing your personal vision statement. We’ll collect specific financial information separately, so there’s no need to include it in this exercise. For couples, please complete this separately.

Click here to start.


Question 1 of 11

Why is money important to you?

Question 2 of 11

Question 3 of 11

Question 4 of 11

Question 5 of 11

What's your favorite thing to spend money on? 


If you could QUADRUPLE your spending on that, what would it look and feel like?

Question 6 of 11

Question 7 of 11

Question 8 of 11

What's something you don't believe in spending money on today that you could see yourself changing your mind about in the future?

Question 9 of 11

Question 10 of 11

When you think of retirement, what comes to mind? You have permission to not think like everyone else here.

Question 11 of 11

Vision Exercise: Pretend you have a fairy godmother who can give you all the money, time, and talent you can ever want. What have you always dreamed of doing or becoming—physically, mentally, emotionally, and spiritually? Write down whatever comes to mind

Confirm and Submit