A tool for people in their “modern
midlife” who are wiser and
motivated to get organized about
how they will live the latter part of
their lives
People who have
a sincere interest in quality of
their life in later years Financial / retirement planning
Physical / health actions goals
and tracking
Working into later years
Staying active
Parents of Teenagers
A tool for their children to start
using time tools to be effective at
launching their life starting with
high school Parents who:
Have a sincere interest in the
quality of child raising and the
experience of family
New Parents
A tool to map the evolution of the
family. Where they wish to be as
things unfold.
Parents who:
- Have a sincere interest in the
quality of child raising and the
experience of family - Have a sincere interest in the
family’s financial stability
long-term
- Have foresight about
retirement and are intentional
about actions needed to create
desired outcomes
- Age of kids: to anticipate
financial, time, and emotional
resources as the ages change
- Financial picture: Actions
relating to the financial plan.
Financial milestones relating to child responsibilities, laying the
foundation for retirement
Young Adults
A tool to map the trajectory of their
desired life Post College:
Have a sincere interest in
building a quality life with good
planning
Career: Job type, Role
advancement to support
financial and personal goals
-Financial: Long term investing
plan to retirement. Income
requirements and how career
relates
- Family: General identification
of when a family might start
and what that would look like
- Lifestyle: Combining career,
finance, family into what is
desired long term
Teenagers
A tool to effective at launching
their life starting with high school
-- Key events and milestones:
Birthdays, Drivers License, etc
begin and end of each high
school year,
College preparation milestones
(Tests, apps, references)
GPA tracking etc.)
