MILLIONSWORTH PRIORITY CANVAS
Create Your Life Stage Priority Canvas
Answer a few guided questions, then download your final Priority Canvas as a PDF. You can revise your answers whenever needed.
Priority Canvas FAQ
Questions before you begin
Simple answers about privacy, sharing and how the Priority Canvas should be used.
What is the Life Stage Priority Canvas?
It is a guided worksheet that helps you identify your current life stage, important responsibilities, preparedness gaps and top three financial priorities, then turns them into a final downloadable PDF.
Do I need to enter my name, phone number or email?
No. You can complete the Priority Canvas without sharing contact details. Contact details are requested only if you choose to share it with Millionsworth.
Where are my answers saved?
Your progress is saved only in this browser on this device, so you can continue if the page is refreshed or reopened.
Is this financial advice?
No. The Priority Canvas is a conversation guide. It helps organise your priorities before any product, investment or planning discussion.
How are the top three priorities selected?
The page uses your selected answers to suggest priorities through a simple rules-based framework. You can edit the final priorities before completing the canvas.
Can I change the suggested priorities?
Yes. After completion, choose Revise Answers whenever you want to update your answers and create a revised PDF.
What happens if I book a review with this canvas?
You will be taken to the booking form. If you submit that form, the Millionsworth team receives your completed canvas summary with your contact details so the conversation can begin with your priorities.
Can I print or save the canvas as a PDF?
Yes. After completion, choose Download PDF. When your browser opens its print options, select Save as PDF or the equivalent PDF download option.
Can I complete this with my spouse or family?
Yes. The questions are designed to support a clearer family conversation about responsibilities, changes and the next practical steps.
What should I do after completing the canvas?
Download the canvas, review the final PDF, revise your answers if needed, and use it as the starting point for a Life Stage Review conversation.