To live a healthy financial life, you need the ability to make financial decisions that are informed by your life goals. The Honest Conversations® exercise will help you establish how you want your finances to improve your life. Your adviser will then take your results and put together your personal Priority Action List.
The Priority Action List identifies the parts of your financial life that affect your life goals and gives you a disciplined plan to address each item over time. It’s your personal plan of action for living a better financial life.