Understand What's Important To You

Gaining clarity about your intentions and commitments is the first step to living the life you want. The unique approach Goldman Sachs Personal Financial Management 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.

Understanding your biases around spending, saving, and planning is the first step to making clearer, smarter choices that connect your financial life to the life you want to live.

• Uncover your strengths and challenges with finances.
• Capture profound insights for discussion with your loved ones.
• Analyze spending, saving, and planning tendencies.

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

It also gives you the opportunity to get on the same page with your loved ones about your financial goals and intentions.

• Identify and clarify your intentions, motivations, and goals.
• Discuss the trade-offs around decisions and priorities.
• Use scoring to track and update progress on priorities.

The InvestmentViewfinderSM helps you identify your investing preferences, so your advisor can customize your portfolio to align with your financial plan.

• Facilitate an open dialogue about investments.
• Track investment expectations on cost, performance, protection, and taxes.
• Identify gaps in your existing investment portfolio using integrated Morningstar® APIs.