Do Yours Match Up?
Discovering how your Values should shape your Goals
What are the most important things in your life?
What motivates you?
What or whom do you care about most?
Important questions. Questions for you alone to answer. I will not dare tell you what your answers should be.
Why are your Values so important?
Values are what matters most to you. Values shape your everyday decisions, impacting your short term and long term goals.
Need an exercise to help determine Values?
Values and goals directly impact your financial life.
1. Values shape your Goals (both short and long term).
2. Goals allow you to develop a Financial Life Plan.
3. A Financial Life Plan Directs How to invest, Whom to insure and Where to give your assets and wealth.
I would love to hear your thoughts on this and what you really value and your goals. Please send your comments to me at luke.fields@raymondjames.com or comment on LinkedIn or Twitter.
-Luke Fields, CFP®
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