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Security (Health (Physical (Exercise (Aerobic capacity, Strength,…

- - - - Aerobic capacity
      - Strength
      - Flexibility
      - Coordination
    - - General
      - Special concern
        
        Prostate cancer
- - - - Housing
        
        Near term
        
        mortgage
        
        maintenance
        
        (need a maintenance plan and budget)
        
        long term
        
        (need plan and budget - downsize, relocate?)
      - Kid's college
        
        529 plan
      - Retirement
    - - Non-discretionary
        
        Emergency funds
        
        Insurance
        
        Food
        
        Basic clothing
      - Discretionary
        
        Vacations
        
        Vacation plans
        
        Entertainment
        
        Eating out
        
        Personal effects
        
        Hobbies / activities
        
        Kids activities
        
        Adult activities
  - - - Career
        
        Career planning
        
        Networking
        
        Skill development
    - - Equity investments
        
        Equity
        
        Dividends
      - (???)
- - - - Will
      - Trust
      - Executors / Power of attorney