Sandy & Jim

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Sandy & Jim by Mind Map: 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. Values

3.1. Family

3.2. Environment

3.3. Giving back to Community

3.4. Philanthropic Giving

3.5. Religious/Spiritual

4. Goals

4.1. Retirement

4.2. Education

4.3. Home

4.4. Business Succession

4.5. Estate & Heirs

4.6. Tax Management

4.7. Major Purchase

5. Interests

5.1. Inspirations

5.2. Hobbies

5.3. Travel

5.4. Activities

5.5. Church

5.6. Volunteering