Priorities Exploration Tool

What matters most to you right now?

This exercise is designed to help you determine just that. Armed with this clarity, we can work together to align our efforts with your top priorities.

If applicable, have your spouse or partner also complete this exercise.

You will be given three sets of cards that you need to reorder in columns based on your priorities. We will guide you through the experience. At the end of the exercise, you may email the results to your advisor for continued discussion. Optionally including priorities@firstrepublic.com in this email helps us enhance the tool.

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Round 1 of 4

Arrange the cards in the column on the right by placing the highest priority card at the top and the lowest at the bottom.

Round 2 of 4

Arrange the cards in the column on the right by placing the highest priority card at the top and the lowest at the bottom.

Round 3 of 4

Arrange the cards in the column on the right by placing the highest priority card at the top and the lowest at the bottom.

Did we miss anything?

Create your own card below and we will help you arrange it next. If needed, make any adjustments to the order of the cards in the columns at this time.

Round 1

Round 2

Round 3

Final Round

Arrange the cards in the column on the right by placing the highest priority card at the top and the lowest at the bottom.

You're Done.

Click below to send results to your advisor for continued discussion. Including priorities@firstrepublic.com allows First Republic’s developers to enhance the tool.