Complete all three · Any order
1
10–15 min
Values Navigator
A card-sort exercise to surface what matters most to you. Your results shape the entire planning conversation.
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2
5 min
Financial Satisfaction Survey
Rate your satisfaction across 12 areas of your financial life. Helps Jacob understand where you feel strong and where you want change.
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3
5–10 min
Investment Risk Profile
A short questionnaire to understand your comfort with investment risk and your financial capacity to absorb it.
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There are no right or wrong answers. These exercises are a starting point, not a test. Jacob will review your responses before you meet and use them to shape the conversation.