Overview

The Goal Planner helps you clarify what matters most and turn it into a simple, motivating lifestyle blueprint you can return to anytime. It takes just a couple of minutes to get started. You will then see a carefully selected set of goal suggestions tailored specifically to you, which you simply swipe left or right (tinder-style) to choose. When complete, you generate your 'Blueprint''.

When you are happy with the blueprint, your key goals are passed automatically to the Financial Planner, with suggested costs, so that you can incorporate them in your future plans, editing and adjusting however you wish.

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The Process

1. Take the 2-Minute Lifestyle Quiz

Begin with a short, intuitive quiz that identifies your personal Lifestyle Archetype — a snapshot of what energises you, how you make decisions, and the environments where you thrive. You will then be asked to select up to 5 'Key Focus' areas. This helps us tailor suggestions that align with who you really are and what is really important to you..

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2. Explore Curated Goal Suggestions

Once your archetype is revealed, you’ll see a hand-picked set of lifestyle goal suggestions which we think may be of interest to you. You can easily modify them to be more specific to your aspirations. Each one appears as a clean, swipeable card — simply swipe right to add it to your plan or swipe left to pass.

Goals you select can either be saved to your 'Action Plan' (goals you work on now) or your 'Vision Board' (longer term goals for the future). All selected goals can be edited and fine-tuned in the blueprint later.
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Think of it as a personalised goal gallery, built entirely around your values and preferences.

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3. Build Your Lifestyle Blueprint

Your swiped goals automatically create a Lifestyle Blueprint — a simple, visual plan split into two parts:

• Action Plan:     Practical goals you can begin now, each paired with a small, 2–5 minute micro-habit  to help you take consistent action without overwhelm.
      Example: “Volunteer reguarly” → Identify one cause close to your values and spend five minutes finding out how they accept help
• Vision Board:     Longer-term ideas and aspirations you want to keep in view for the future.  These goals inspire direction without the pressure of acting immediately.

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You can edit individual goals to suit your exact aims, including a custom goal card which is completely unique to you.

Your Vision Board goals are automatically passed to the Financial Planner with suggested costs that you can edit later.

4. Save, Print, and Revisit Anytime

You can save your blueprint, print it out, or return to it whenever you want. Your progress is always available, making it easy to refine your plan as your life evolves.

IMPORTANT - to save your Lifestyle Blueprint and access it from any device, just set up a  RetirePlan account for secure, encrypted cloud storage.

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