MOMENTUM FI Toolkit
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Sample adult B
Topic 9 of 10
Giving and legacy
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My maps
i
How it works & privacy
Your response
Answer this topic
Not sure yet
Not relevant to this map
Skip for now (keep private)
How should giving or inheritance fit alongside your spending and safety?
After our own needs
A regular capped commitment
A protected priority
Decide later
Why this matters to your plan
These details can change which conversations are suggested first. Leave blank when you are unsure.
How important is this to you?
Not answered
Low importance
Important
Essential
Not sure
Have you discussed this assumption together?
Not answered
Yes
No / I have assumed it
Not sure
What could changing this assumption affect?
Not answered
No change to the plan
A manageable adjustment
A major commitment or safety requirement
Not sure
When might a related decision be needed?
Not answered
Within 12 months
In one to five years
Later
No decision pending
Not sure
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