Vision Profile
“If we were meeting here three years from today and you looked back at those three years: What has happened during that period for you to feel happy about your progress with regards to your professional and personal lives?” Return to J & S Jones Sample
It’s important that general financial objectives be broken down into specific, measurable, realistic and time-bound goals. Based on the information you provided is a list of your individual and/or business goals:
R-Factor
Financial Dependence/Independence?
To see good growth in my financial investments To be in a position where net worth is growing yearly To live within my means (current income is approximately $66,000 Update current Wills More regular financial check-ups and increase understanding and knowledge
Family Legacy?
All assets to go to the children – move assets to our children tax effectively Money isn’t everything but it provides much flexibility, never wants to be without money!
Social Capital Legacy?
Work at becoming more patient with people
Business Planning?
To develop a structure to be able to spend more time with hobbies Look at ways to tax effectively accumulate assets in save investments
Health and Well Being?
To maintain my health and to be more fit Fitness and health are an important goal so I am going to restart my fitness program Develop better time management skills Spend time in “quality situations”
