Values-Added Planning
Discover your core values
and priorities.
“It’s not hard to make decisions when you know what your values are.” Roy Disney
Your most impactful plan begins with who you are.
At 4Sight Legal Services, your estate plan begins with understanding who you are, what you value and what you believe.
To help us help you, we want to know your goals, values and priorities, and how you want to impact the lives of those around you through your planning and wealth management. When your highest purposes drive planning, your vision, direction and clarity enhance the lives of the people who matter most. We call it Values-Added Planning.
We have partnered with COREnology to provide a tool that helps you identify, track and develop your core values, beliefs and goals with your loved ones. Your responses to brief surveys help you prepare a plan that captures what matters most and prepares your heirs for the wealth they receive from you.
Two complimentary reports to begin.
These reports are the first step in your planning journey to recognize, manage and share your tangible and intangible assets with those you love. The assessments take less than 30 minutes.
COREvalues™
Understand the core values that drive you and your significant other. These insights serve as the foundation of your planning. You may later invite other family members to participate as well.
COREpriorities™
Gain guidance on what truly matters most to you today, so you can focus on the priorities that will shape your tomorrow.
Request your complimentary reports.
These reports require email addresses for both you and your spouse or life partner. Each report is personalized and cannot be generated without two distinct email addresses.
The beginning of a values-centered conversation.
Once your reports are complete, we help you interpret the results and use them as a launchpad for an intentional, purpose-driven estate or legacy plan. Three more components complete your COREnology™ profile.
COREculture™
Discover how you and your family align within the four pillars of culture, providing a benchmark to revisit year after year.
COREviews™
Reveal your views on wealth and open the door for meaningful family dialogue.
COREobstacles™
Identify personal barriers to productive wealth management and receive practical advice on how to overcome them.
About COREnology
COREnology™, COREvalues™, COREpriorities™, COREculture™, COREviews™ and COREobstacles™ are trademarks of their owner. COREnology.com