Sandy & Jim

1. Concerns

1.1. Market

1.2. Economy

1.3. Kids

1.4. Parents

1.5. Health

1.6. Income

1.7. Litigation

2. Relationships

2.1. Family

2.2. Professional

2.3. Institutions

2.4. Communities

2.5. Career

3. Goals

3.1. Retirement

3.2. Education

3.3. Home

3.4. Business Succession

3.5. Estate & Heirs

3.6. Tax Management

3.7. Major Purchase

4. Values

4.1. Family

4.2. Environment

4.3. Giving back to Community

4.4. Philanthropic Giving

4.5. Religious/Spiritual

5. Interests

5.1. Inspirations

5.2. Hobbies

5.3. Travel

5.4. Activities

5.5. Church

5.6. Volunteering