When it comes to goals personal values will determine the amount of money needed to reach your goals.

A financial advisor I recently penned a book for determined the SEVEN Primary Categories that are important in everyone life. They all have different values associated with how the feel about these areas of their life however it all can be grouped into how we see our past and future relative to our family , health, community we live and work in were we wish to retire the schools we want our children to attend. The charities that are important to us, our travel and leisure plans, the tangible assets we wish to accumulate, and are professional careers; what we want to do for work how hard or how long we want to work, and what we may want to do when we no longer have to work.



♣ Family (spouse, children, parents, grandchildren, extended family)

♣ Health (Maintenance, special needs, constant care.)

♣ Community we live in, work in, wish to retire to, schools.

♣ Charities that are important to us

♣ Travel – the travel plans we want to have

♣ Tangible assets we wish to accumulate

♣ Professional- business, what we want to do after we retire.