Priorities Exploration Tool

What matters most to you right now?

This exercise is designed to help you determine just that. Armed with this clarity, we can work together to align our efforts with your top priorities.


If applicable, have your spouse or partner also complete this exercise.


You will be given three sets of cards that you need to reorder based on your priorities. We will guide you through the experience. At the end of the exercise, you may email the results to your advisor for continued discussion.

Round 1 of 4

Arrange the cards by placing the highest priority card at the top and the lowest at the bottom.

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Round 2 of 4

Arrange the cards by placing the highest priority card at the top and the lowest at the bottom.

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Round 3 of 4

Arrange the cards by placing the highest priority card at the top and the lowest at the bottom.

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Did we miss anything?

Create your own card below and we will help you arrange it next. If needed, make any adjustments to the order of the cards at this time.

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Round 1
Round 2
Round 3

Final Round

Review the cards below, select the most important card and place it in the #1 position. Follow the same steps two more times and place the most important cards in positions #2 and #3.

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You're Done.

Click below to send results to your advisor for continued discussion.

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