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A prioritization exercise is often used to help clients discover why they’ve fallen short of their stated goals. This creates a clear strategy, which leads to action and implementation of an appropriate plan. Questions I explore include:

How much is enough to live / retire on?

How much do you want to give to your heirs? How will you balance insuring they can comfortably pursue their goals against the danger of damaging their motivation?

What will you do with the remainder?

What meaning will you derive from these actions?

What must you do differently to achieve your goals?