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Understanding your core values and goals

Are you spending your time and money on those things that are aligned with your core values?


Your core values are the beliefs you live by and the qualities that you strive for.

They are the things that many people value most in their lives - such as family, work, community, philanthropy, flexibility, education and health.

Core values affect how our clients define and prioritize their financial goals, including education and retirement, and we look to incorporate these values in our financial planning process. One example – what are the effects on my spending in retirement if I look to leave a significant legacy for my children? The benefit is that clients understand the trade-offs inherent in financial planning, and can make informed decisions based on their priorities.