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Family time is important to me and my Life Partner.


Managing finances effectively is important to us.


Finding time to focus on personal financial life goals is difficult.


Supervision and coordination of all professional advice needs would be helpful.


Lack of transparency and trust of advisers worries us.


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Your score suggests you may not be ready now to consider the need for help with your personal affairs.

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Financial Habits & Expectations

Financial Habits & Expectations



Published by Values-inspired Advocacy



What aspects of your financial life are you pleased with?

What do you do well in terms of earning, spending, saving, investing and giving?

Is there anything you would like to improve?

How would you describe your current relationship with money?

What is your attitude towards money?

Has that relationship or attitude changed over time?

Have you had any bad experiences around money?

How comfortable are you talking about money with people close to you, or, with a professional adviser?

If these questions prompt more questions of yourself, do you need some help, now?

Maybe, we offer the change you need to make in your financial world!

Find out how now by visiting www.viadvocacy.com (press "click here" to link to our questionnaire) or, for immediate assistance contact us by email info@viadvocacy.com 


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