We've categorized people's goals into seven life priorities. Your advisor will talk to you about them to get a sense of what's most important to you.
View details for some interesting facts to consider.
Finances
Define your financial goals
Family
Taking care of important people in your life
Health
Healthcare expenses, now & in the future
Home
Upsize, downsize, buy a vacation home
Work
Start or sell a business, work in retirement
Leisure
Meaningful ways to spend free time
Giving
Volunteer, mentor, charitable donations