The Other 90 Financial · Life Planning
Life Goals
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Identify · Prioritize · Plan
Mark your priority level for each goal below. Your high-priority goals become the foundation of your financial plan.
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Your responses will be sent directly to David and kept strictly confidential. Your priority goals summary will appear below — and David will receive a copy before your next conversation.
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Your goals have been sent to David. He'll review them before your next conversation. Use the link below to revisit your responses at any time.
