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PLANNING: DAVIES

Andere
AI
Ania Idzik
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1. WORK LIFE

1.1. GOALS

1.2. OPPORTUNITIES

2. FINANCIAL LIFE

2.1. GOALS

2.2. OPPORTUNITIES

3. PERSONAL LIFE

3.1. GOALS

3.2. VALUES

3.3. FAMILY

3.4. RELATIONSHIPS

3.5. HOBBIES

4. HEALTH / PROTECTION

4.1. OPPORTUNITIES

4.2. MANAGEMENT

5. FUTURE

5.1. ESTATE ORGANIZATION

5.2. LEGACY

5.3. PLANS

5.4. WILL

6. OBSTACLES

6.1. WORRIES

6.2. SET BACKS

6.3. CONFUSIONS