Master List of Goals

The Master List of Goals is a comprehensive checklist designed to help individuals and families define what truly matters most—across every dimension of their financial and personal lives. This isn’t just about retirement or investments; it’s about designing a life with intention.

Organized into clear categories—Retirement, Self-Development, Asset & Debt, Family, Lifestyle, Tax Planning, Health Care, Estate Planning, and more—this checklist serves as a conversation catalyst for advisors and a reflection tool for individuals. Whether you're in the early stages of planning or refining a long-term vision, this resource helps you name and prioritize what matters.

By prompting thoughtful questions like “Do you want to retire early?” or “Do you want to support a charity?”, it guides users through the spectrum of life goals, from practical to aspirational. It supports both strategic financial planning and emotional clarity—making it an ideal resource for annual review meetings, onboarding new clients, or goal-setting retreats.

Because life evolves, this checklist is also designed to be revisited regularly. It reflects the full financial picture, including transitions, responsibilities, and legacy. It’s especially powerful when paired with cash flow or retirement planning tools to help clients connect their current financial habits to their future vision.

Perfect for use in workshops, planning packets, or digital resources, the Master List of Goals turns open-ended “what are your goals?” conversations into structured, productive, and personalized planning discussions.