Your client's Life Priorities
and Funding Plan, sorted

Subscribe and play Goal Wars

What are your client's
Life Priorities

Know your clients’ Life Priorities™ with precision. Allow them to resolve their own internal conflicts. Then demonstrate your deep understanding, value-add and ability to personalize their investment funding plan using these intuitive results.

Ease into retirement

Start a family

Goal Priorities
Life Priority
  • Ease into retirement 52
  • Home purchase 24
  • Start a family 16
  • Hit the books 8
* Up to 6 goals can be traded-off
Funding Plan based upon a
$10,000 contribution
Funding Plan
  • Ease into retirement $2,500
  • Home purchase $4,200
  • Start a family $1,200
  • Hit the books $2,100

Be prepared

Our technology reveals not only what you should know, but how confident you can be in what the client shared.

Be connected

You can customize each clients’ goal planning experience.

Be informed

You will master the science of compromise by helping clients solve for what their true priorities are in just a few clicks.

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Goal based plans
clients will appreciate

Our goal profiling solution integrates seamlessly with risk profiling to produce product FitScores that consider the both the risk suitability and the achievement probability of your model solutions.