Directions

Rank each of the following values 1-13 (or more). Clarify the definitions if you need to. No ties!

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  • ____ Finance children’s education

  • ____ Buy a new home (primary/vacation)

  • ____ Buy a new car/boat/thing

  • ____ Travel extensively

  • ____ Save for retirement

  • ____ Reduce/eliminate debt

  • ____ Set up a reserve/emergency fund

  • ____ Create financial independence

  • ____ Support elderly/any relatives

  • ____ Contribute to favorite charity/cause

  • ____ Start/buy/expand own business

  • ____ Create/leave large estate for heirs

  • ____ Provide for dependent’s special needs

  • ____ Other ________________________________

  • ____ Other ________________________________