Life Planning Exercises
Welcome to your Life Planning journey!
We’re so glad you’re here. We believe God has something meaningful to speak to you during this process, so we invite you to work through these exercises thoughtfully, prayerfully, and without feeling rushed.
Instructions
As part of your Financial Life Planning process, your advisor will assign exercises for you to complete on this page. Each exercise can be done two ways, whichever you prefer:
- Online: Fill out the form and press “Submit” at the end. Once you enter your name and email, you and your advisor will both receive a copy of your responses.
- PDF: Download the fillable PDF worksheet for any exercise, complete it on your own time, and email it back to your advisor.
Both paths get your answers to the same place, so feel free to pick whichever feels easier for you!
Good to Know:
- Auto-Save: The online forms auto-save your progress (in the same browser, on the same device) for up to 15 days, until you hit “Submit.”
- Device Recommendation: The online forms are easier on a computer or tablet than on a phone. The PDFs work well anywhere, including print.
- Changed your mind? You can redo any exercise as many times as you like before your meeting. We’ll use your most recent submission.
A note for couples: Please complete the exercises individually, and wait to discuss your answers until your meeting with your advisor. If you share a computer, be sure to have one person fully complete and submit an exercise before the other starts the same one. Because the auto-save functionality works per browser, working on the same exercise before the other hits “submit” can get your in-progress answers mixed up.
Part 1
Please complete the following exercises in advance of your Vision Meeting:
Exercise 1: Get Your PFI Score
Your Peace, Freedom, Impact (PFI) Score is a number between 1 and 10 that gives you a quick snapshot of where you are in your financial journey. This exercise establishes your starting point—there’s no right or wrong answer.
Exercise 1: Get Your PFI Score
Your Peace, Freedom, Impact (PFI) Score is a number between 1 and 10 that gives you a quick snapshot of where you are in your financial journey. This exercise establishes your starting point—there’s no right or wrong answer.
Exercise 2: What Matters Most
One of the most common financial mistakes people make is failing to align their finances with what matters most to them. This exercise is designed to help you identify and prioritize what’s most important to you.
Exercise 2: What Matters Most
One of the most common financial mistakes people make is failing to align their finances with what matters most to them. This exercise is designed to help you identify and prioritize what’s most important to you.
Exercise 3: Should vs. Want
It’s easy to confuse what you want to do with what you feel you have to do. This exercise will help you move beyond the “shoulds” and “ought tos” to identify what really energizes you.
Exercise 3: Should vs. Want
It’s easy to confuse what you want to do with what you feel you have to do. This exercise will help you move beyond the “shoulds” and “ought tos” to identify what really energizes you.
Part 2
Please complete the following exercises in advance of your Strategies Meeting:
Exercise 4: Your Essential Elements
It’s time to take the work you’ve done in the previous exercises and distill it into three memorable Essential Elements. These Essential Elements will become the foundation for our work together, bringing clarity and focus to the decisions ahead.
Exercise 4: Your Essential Elements
It’s time to take the work you’ve done in the previous exercises and distill it into three memorable Essential Elements. These Essential Elements will become the foundation for our work together, bringing clarity and focus to the decisions ahead.
Exercise 5: Ideal Day / Week / Year
This exercise is all about letting yourself dream big! We all have 24 hours in each day and 7 days in each week. What would your ideal weekday look like? What about weekends? What would you want an ideal month or year to include?
Exercise 5: Ideal Day / Week / Year
This exercise is all about letting yourself dream big! We all have 24 hours in each day and 7 days in each week. What would your ideal weekday look like? What about weekends? What would you want an ideal month or year to include?
Part 3
Please complete the following exercise in advance of your Plan Delivery Meeting:
Exercise 6: Goals for My Life
Now that you’ve explored your values and vision for life, it’s time to define your goals—the tangible action steps you plan to take in the short term, medium term, and long term. This exercise helps bridge your life planning with the financial planning that will shape your comprehensive Financial LifePlan.
Exercise 6: Goals for My Life
Now that you’ve explored your values and vision for life, it’s time to define your goals—the tangible action steps you plan to take in the short term, medium term, and long term. This exercise helps bridge your life planning with the financial planning that will shape your comprehensive Financial LifePlan.
Exercise 1: Get Your PFI Score
Estimated time: 3–7 minutes
Exercise 2: What Matters Most
Estimated time: 20–30 minutes
Exercise 3: Priorities
Estimated time: 20–30 minutes
Exercise 4: Your Essential Elements
Estimated time: 20–30 minutes
Exercise 5: Ideal Day/Week/Year
Estimated time: 20–30 minutes
Exercise 6: Goals for My Life
Estimated time: 20–30 minutes
Instructions
As part of your Financial Life Planning process, your advisor will assign exercises for you to complete on this page. Once you press “Submit” at the end of each exercise, you and your advisor will receive a copy of your responses. From there, your advisor will follow up with next steps and assign any additional exercises as needed.
For Couples: Please be sure to complete the exercises individually. We encourage you to wait to discuss your answers together until your meeting with your advisor.
Good to Know:
- Auto-Save: Each form will auto-save your progress (in the same browser) for up to 15 days until you hit “Submit.”
- Timing: Most exercises will take between 20-30 minutes to complete. Some prefer to draft their responses in a Word document first, then copy them into the exercise.
As part of your Financial Life Planning process, your advisor will assign exercises for you to complete on this page. Once you press “Submit” at the end of each exercise, you and your advisor will receive a copy of your responses. From there, your advisor will follow up with next steps and assign any additional exercises as needed.
For Couples: Please be sure to complete the exercises individually. We encourage you to wait to discuss your answers together until your meeting with your advisor.
Good to Know:
- Auto-Save: Each form will auto-save your progress (in the same browser) for up to 15 days until you hit “Submit.”
- Timing: Most exercises will take between 20-30 minutes to complete. Some prefer to draft their responses in a Word document first, then copy them into the exercise.