Creating a clear vision of life is the most important step in the planning process. Without it, you can`t understand the gap between what you have now and what you need to do to achieve your vision.

My Vision of Life is a different approach to planning. It helps you design your vision — your "wants” for home, lifestyle, family, and career.

Using the VisionWorks® planning software, your financial advisor makes your vision come to life.

Can we provide them with the education they`ll need?

Is summer camp possible?

Can we afford season`s tickets?

Can we grab extra "down time"?

Can we spend more on vacations?

Should we buy a "sunbelt" home?

Can we help with a down payment on their first home?

Can I retire early?


Will we be financially secure in retirement?

Can we afford to renovate the kitchen?

Can I get a new van and renovate the kitchen?

Can we donate more?

How much will braces cost?

Can we pay for a nanny?

Should we buy pet insurance?

Can I change careers?

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my vision of life
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