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1
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2
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- Identify Your Strengths
- Determine Your Purpose
- BREAK
- Create Your Positive Vision of the Future
- Establish Sustainability Criteria
- Turn Your Vision into Reality
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3
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4
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5
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- Interests lead us to develop our intellectual resources
- Love and Caring attract us to people and expand our social resources
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6
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7
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- 8.a Natural Talents
- 8.b Learned Skills & Attitudes
- 8.c Health & Energy
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8
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- Clarify Your Values
- 9.a Clarify Your Beliefs
- 9.b Clarify Your Faith
- 9.c Prioritize Your Beliefs
- 15 minutes
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9
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- Strengths + Values + Beliefs =
Purpose
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10
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11
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12
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13
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- 12.a Present
- 12.b-f Ideal Future
- 12.g Future Generations
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14
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15
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16
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- Vision & Happiness Coaching
- Vision Coaching & Financial Planning
- Vision Coaching & Comprehensive Wealth Management
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17
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- Vision & Happiness Coaching Only
- 25 years old +
- Want assistance turning your vision into reality
- Not a “good fit” for services listed below
- Vision Coaching & Financial Planning
- Usually “better than 50”
- Annual household income of $150,000+
- Want a relationship with a financial advisor who will help you turn
your vision into reality
- Vision Coaching & Comprehensive Wealth Management
- Have achieved or close to “financial independence “
- $500,000+ of investable assets
- Want relationship with financial advisor who will help you use your
resources to turn your vision into reality
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18
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- 13.a – d Complete at your leisure
- Your Current Life Satisfaction Survey
- Complete and bring to your complimentary Vision Coaching session
- Please complete and hand in evaluations and “Next Step” forms
- – Thank you!
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