The Project

The Personal Mission Builder

The objective of the PMB is to allow each client to define their unique “mission”, likely documenting for the first time their life and financial goals. This session also allows couples to share fears, concerns, and challenges, thus outlining a shared and cohesive vision for their lives to come.


The result of the Personal Mission Builder is twofold:

  • Vision Link Report: This report memorializes the shared goals and mission and serves as the primary benchmark for plan success moving forward
  • Calendar of Priorities: “Rome wasn’t built in a day”, so our calendar will help clients navigate, in an organized and timely fashion, the various action items to fulfill their mission
COST: Complimentary
financial personal mission builder