Goals Conversation™ Exercise

The three stacks of cards are: Captain (Current Mindset), Horizon (Long-Term Planning), and Storms (Fears). Use the guide on the right to arrange each stack in order of importance to you, with the most important placed in the number one slot. You can change your mind and reorder any of the stacks. When your are finished, click the NEXT button.

Rank Your Card
Captain

Rank Your Card
Horizon

Rank Your Card
Storms
I WATCH THE INVESTMENT MARKETS EVERY DAY
I LIKE GETTING INTO THE DETAILS OF EACH ASPECT OF MY FINANCIAL LIFE
I FOCUS ON THE BIG PICTURE AND TREND OF MY FINANCIAL ASSETS
I PREFER OWNING ASSETS WHOSE VALUE IS PROTECTED WHICH GIVES US SECURITY IN CASE OF UNEXPECTED HARDSHIPS
I PREFER OWNING ASSETS THAT WILL PROVIDE ME WITH INCOME TO ENABLE ME TO LIVE A COMFORTABLE LIFESTYLE
I PREFER OWNING ASSETS THAT GROW OVER TIME AND AM COMFORTABLE WITH LONG-TERM INVESTING
I AM COMFORTABLE TALKING ABOUT MY FINANCIAL SITUATION WITH MY FAMILY MEMBERS
I AM "ON THE SAME PAGE" WITH THOSE CLOSEST TO ME REGARDING OUR FAMILY FINANCIAL DECISIONS
I DO NOT REPEAT INVESTMENTS MISTAKES
I HAVE GOOD CONTROL OVER MY FINANCIAL LIFE

SELECT YOUR TOP 5 CARDS