How do I think about money?
Understand your financial biases and how they impact your decision making
What matters to me?
Identify and prioritize your entire financial life
Where am I today?
Track your financial life & work with an adviser to identify what changes need to be made to assure you remain adequately funded
How do I get where I want to go?
You should have an action plan to prioritize, implement, document and review your financial life
How am I doing?
Have ongoing guidance and reporting details so you are always aware of what is happening