S. R. Schill & Associates · Financial and Longevity Advisors
What Matters Most to You?
A short exercise for the years ahead
A clearer picture of your priorities can make the conversations and decisions ahead more meaningful.
Your priorities · Your future
Start with what matters most.
Financial and longevity planning is ultimately about more than money.
It is about having the resources, plans, and people in place to live well, care for the people who matter to you, and make good decisions as life changes.
Review each area and check the things that matter to you. At the end, you can print your selections or save them as a PDF.
Prefer pen and paper?
Download the original worksheet to print and fill out by hand instead. You do not need to complete the online exercise.
Your reflections belong to you. Your answers stay on this page unless you explicitly choose to share them. When you submit the completion form, our team receives your name and email. Your selected priorities and reflections are included only if you authorize sharing. We ask for your name and email so our team can acknowledge completion. Sharing your personal answers remains your choice.
