Life Goal Cards

54 beautifully designed flash cards that turn abstract financial goals into real, memorable conversations.

Focused conversations

A two-stage exercise that surfaces what clients actually care about.

Tangible experience

In a meeting full of screens and paperwork, a hands-on activity is what clients remember.

Easy to facilitate

Comes with a user guide, script, and templates so you feel confident from the very first session.

Inclusions

1 deck of 54 Large flash cards (3.5×5.75″89×146mm, 330 GSM)
Instructional insert
Client goals report template
Detailed user guide including a script
30-day money-back guarantee
life goal cards deck sneak peak

Life Goal Cards FAQs

How does it work?

Each card represents a goal or something that could be important to the client. Working together, you take the client through a simple and fun exercise of prioritising their goals on the table in front of you.

What if I don’t like it?

We’re so confident you and your clients will love the experience that we offer a 30-day satisfaction guarantee. We’ll refund you everything except shipping.