The FinLife Client Experience

The Finlife Experience

Gaining clarity about your intentions and commitments is the first step to living the life you want. The unique approach FinLife® takes to goal-based investing focuses on the importance of you and your financial advisor understanding the life you want to live.


MoneyMind® helps you understand how you and your loved ones relate to money.


The HonestConversations® exercise helps focus you on the intersection between what matters to you and what you can control.


The InvestmentViewfinder® helps educate and guide you, leading to collaborative conversations about your goals and preferences.


GuideCenter® is a dynamic, easy-to-use online portal that helps you engage with your advisor to manage your financial life anywhere, anytime.

Plan for the future you want

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