Page 23 - March 2024 News On 7

YOUR PRIORITIES ARE OUR PRIORITIES

This article was written by Edward Jones for use by your local Edward Jones Financial Advisor.
Submitted by Scott Foster, Financial Advisor, Edward Jones
317 DECLAIR ROAD, MADOC, ON K0K 2K0

Determining your priorities

At Edward Jones, we do money differently. Because you're different. And what is important to you is unique. So, before we
provide any advice, we take the time to learn about you and your priorities.

The "My Priorities" quiz helps you compare your priorities. The results help us get to know you better and dig deeper into
the "whys."

This short interactive tool begins by providing you with a list of priorities and allowing you to deselect those that are least
aligned to your values. In the next step the quiz will show you two priorities at a time, and you'll select the one that matters
most to you. You'll repeat this step until what you value most rises to the top. Your results will rank your priorities in order
of importance to you.

Once the tool has helped you rank your priorities, you can re-rank them to align with your values more closely. You can
also take this quiz as many times as you like, and you can send the quiz to family and friends to take as well.

When you're comfortable that your priority list represents your unique values, you can share them with your advisor. To
complete this quiz, visit your advisor's branch website and click the 'what are your priorities?' link at the bottom of their
branch page, or contact your branch team.

Building a plan that's uniquely yours

Sharing your priorities, and the priorities of those that are important to you with your advisor, enables them to help you
determine your goals. Together, we'll help you set your goals related to your health, family, purpose, and finances.

Your Advisor will then help you explore the different options available
to get you to your goals, and determine the most appropriate
strategies for you, based on your unique priorities. Together you'll
develop a plan, which you can share with your loved ones, or those
impacted by the plan.

After you develop your plan, we'll continue to partner with you to
ensure your plan still makes sense, is on track, or if we need to make
adjustments. Consider re-taking this quiz if you experience changes
to your health, family, purpose, and finances to ensure it reflects your
current priorities. If you re-take the quiz, share your updated results
with your branch team, so they can ensure your plan always reflects
what's most important to you.

We're here to partner with you as life changes to ensure you can
balance and achieve all of your goals. Because money’s a thing, but it’s
not everything.