Flash cards that help financial advisers to have a real impact on client goals
Simple | Interactive | Fun
Sometimes, you don't want an app for that.
What are Life Goal Cards?
Life Goal Cards are 54 flash cards. Simple and effective, they support the important conversations between adviser and client.
Focus on the important stuff
The time-tested two stage approach uncovers what is really important, allowing you to address those real issues which are often left unsaid.
A real experience
Stop talking, and do something real with your client! In a meeting full of talk, this tangible exercise will be the most memorable part.
Simple, easy engagement
Reset the expectation that clients should know what they're doing. Even if they do, these fun, colorful cards simplify complex ideas and make it ok to talk about them.
Tailor to your brand
Hey, we had the idea first, but we don't mind if you take the credit. Enterprise options include white-labelling, client gift packs and a range of customisations. Contact us to learn more.
A tangible and classic solution for a modern advice challenge.
All prices are shown in USD
* Price shown is based on current cart.
Nothing makes an impact like working towards a goal, but don’t take our word for it.
"If you want to live a happy life, tie it to a goal, not to people or things."Albert Einstein
Frequently Asked Questions
How does it work?
Each of the cards represents a goal or something that could be important to the client.
Working together, you take the client through a simple and fun exercise of prioritising their goals on the table in front of you.
Do I get support?
Absolutely! You’ll have immediate access to our support staff through the Contact page.
Will you teach me how to use it?
Of course! It’s simple to use, but we’ve got everything you need to make the most it.
Each purchase comes with a downloadable user guide, supporting templates, and every deck contains an instructional insert.
What if I don’t like it?
We’re so confident you and your clients will love the experience, we have a 30-day satisfaction guarantee (see T&Cs for full details).