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.

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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. This helps us tailor suggestions that align with who you really are.

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2. Explore Curated Goal Suggestions

Once your archetype is revealed, you’ll see a hand-picked set of lifestyle goals designed specifically for people like 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.
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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:

• Current Actions:     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: “Improve wellbeing” → micro-habit: a 3-minute morning  grounding check-in.
• 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.

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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 storage.

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