Design Your Money Around Your Life

A powerful worksheet to clarify what matters, set meaningful goals, and get AI-powered guidance to achieve them.

Premium tool with AI insights and cloud sync across devices.

Values & Vision

Pick 3–5 values that matter most. Add your own if needed. Then write a quick vision statement.

What does financial success look like for you?

Goals

Keep it focused. 3–7 goals is plenty.

Priorities (Order your focus)

Rank the areas of life that need attention first. Use the arrows to reorder.

    Suggestions:

    • Emergency Fund
    • Debt Reduction
    • Retirement Savings
    • Home Purchase / Upgrades
    • Education
    • Experiences / Travel
    • Giving

    AI Action Plan

    Fill out your values, goals, and priorities, then click Generate Plan to receive AI-powered personalized guidance.