Identifying your goals to use with financial services/apps

Financial services rely on you having goals for your money, which isn't easy

Clear and documented goals are a critical input for getting financial advice. Before you spend money with licensed experts or smart financial apps, we'll help you thoughtfully identify and document your financial goals.

Price:

150

Who's it For?

People who want help from a financial advisor or tool

Sessions

For a flat price, you get as many sessions (up to 5) as required to meet the goal. Sessions can be as short as 30 minutes to as long as 90, depending on the needs.

For a flat price, you get 3 sessions, which can vary in length between 30-90 minutes based on scheduling. We'll identify two key achievable goals, as well as other future goals. Then work on them together!

Average number of sessions for this pack:

Tasks we'll accomplish in this pack

Mental prep

Lesson: How financial services define goals for advice purposes
Starting with dreams — How you imagine spending your time in the future

Identifying

Decade-by-decade consultation on life hopes and dreams
Worksheet: Converting your imaginings into defined goals

Building

Converting time goals into financial goals using a goal matrix
Assigning rough dollar amounts to your goals using pricing research and inflation projections

Problems this pack addresses:

What can you expect in this pack?

Mental prep will help educate you on practical use of goals and create a comfortable environment for you to talk openly about your goals

You'll receive easy-to-grasp research on the state of today's financial offerings and key factors you might consider

Identifying expectations for your life never start with money. They’re about where your heart is leading you—your hopes, dreams, and ideas.

We’ll identify achievable homework to do between sessions

Using pre-planned exercises, we’ll convert your life event expectations into financial goals

We'll identify natural events in your life that should lead you to revisit what we've put together.

Sessions will be tailored, defining what we aim to accomplish in the first session

After the first session, we’ll set an expectation on number of total sessions needed to complete the pack.

Wayshaping never records or has access to secure information.

During sessions, you will never give us access to your passwords, login credentials, Social Security numbers or any other sensitive information. We never do secure tasks on behalf either; we simply guide you as you take key actions. Sessions are never recorded and neither party will be allowed to secure any session.

Wayshaping never records or has access to private health information.

During sessions, you will never give us access to your health records, medical login credentials, Social Security numbers or any other sensitive information. You may share however much you wish about your medical situation, but none of it will be documented. Sessions are never recorded and neither party will be allowed to secure any session.

Frequently asked questions about this pack

No items found.

Important information

Wayshaping is a media and personal services business, based in Philadelphia, PA. Trademark pending.

By using this property, you agree to the Terms of Service and Privacy Notice.

Wayshaping is not a financial service provider and does not provide investment advice, tax advice, or financial planning, of any kind. Wayshaping is not an insurance broker. All information related to investing, personal finance, insurance, or banking is for educational purposes only.

Wayshaping assumes no responsibility or liability whatsoever for the content, accuracy, reliability or opinions expressed in a third-party website, to which a published article links (a “linked website”). It is your responsibility to evaluate the accuracy and completeness of any information available on a linked website. All products, services, and content obtained from a linked website are provided “as is” without warranty of any kind, including, but not limited to, implied warranties of fitness for a particular purpose, non-infringement, security, or quality.

Wayshaping life admin services are one-on-one coaching services where educational information is shared with participating clients. The services are a partnership between Wayshaping and the client to maximize personal potential. All actions taken are the sole responsibility of the client. Services do not constitute or include: investment advice, insurance recommendations, tax advice, medical advice, psychotherapy, or financial planning.

Wayshaping

1:1 Session Packs

< See all packs