LIFE GOALS PROFILE
The Life Goals Profile is a survey of different life goals that help advisors
identify what their clients want to accomplish during their lifetimes. Life goals are categorized into five types and help advisors form an action plan for their clients:

1. 
Personal and Self
2. 
Family
3. 
Work and Career
4. 
Leisure and Recreation
5. 
Charitable and Legacy

Examples of goals include starting a new hobby (Personal and Self), getting married (Family), forming a business partnership (Work and Career), travelling (Leisure and Recreation), and creating a foundation (Charitable and Legacy).

Clients choose the goals they wish to achieve during their lifetimes. These tools help advisors better serve their clients by making financial decisions based on their clients’ personal goals and ambitions.

Paired with the Life Transitions Profile, the Life Goals Profile provides a
complete plan for both advisors and clients to use in creating a financial life plan.

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