Before we talk portfolios, we want to understand you.

A brief reflection on the financial concerns that weigh on you, and how the market actually feels when things get uncertain. Bring your results to your planning meeting.

Part 1 What Weighs on You Sort a deck of concerns into four buckets to map the landscape of what worries you. About 5 minutes Part 2 Market Feel A short reflection on how volatility feels and when you'll actually need the money. About 5 to 7 minutes