A financial strategy, built around you.

Use our interactive discovery board to identify and prioritize your goals.

Goals-based framework

Begin by identifying and prioritizing your goals and uncovering any biases that might stand in your way.

Personalized approach

Select from a list of common goals, or customize your own goals, to learn what’s most meaningful to you.

Visualize to prioritize

Lay all your cards on the table. Interacting with your goals will lead to better conversations that you didn’t know were possible.

Let's discuss your goals.

Drag and drop any of the 32 goals that you care about to the appropriate place on the board.

Create custom cards as well as skip goals you find irrelevant or unnecessary.

Retirement
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Education
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Major purchase
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Emergency fund
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Home purchase
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Second home purchase
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Travel
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Charitable giving
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Income
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Help family member(s)
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Long-term care
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Car purchase
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Start a business
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Wedding
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Home improvement
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Insurance policy premium
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Alimony
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Child support
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Gift
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Organize finances
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Spend more time with family
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Improve lifestyle
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Scale back at work
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Increase community involvement
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Find a new hobby
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Help children learn about finances
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Sell a business
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Determine what's enough
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Pursue other income sources
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Change career
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Focus on physical fitness
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Move to a new place
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We can estimate the cost of this goal.
We can't put a price tag on this goal.
Want to Now (Help)
Want to Now
0 Goals
Things that are important but not essential in the next 5 years.
Want to Later (Help)
Want to Later
0 Goals
Things you want but are willing to wait for.
Have to Now (Help)
Have to Now
0 Goals
Goals that need to be reached in the next 5 years.
Have to Later (Help)
Have to Later
0 Goals
Long-term goals that can wait longer than 5 years.

Want to

Later

Have to

Now

Step-by-Step Directions

Let us help guide you through the process.

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Risk Tolerance Questionnaire

A robust discovery process isn't just about identifying goals. It's equally important to understand your tolerance for volatility and risk.

Take the next step