Once a year, you answer a few questions about what matters most to you: your health, your money, your learning, and the people you trust. Your answers become your Future Plan, a dated record of your own judgment that guides your Life Rules month after month.
Take the questionnaire at your own pace. Every question is optional.
Your answers are kept as this year's plan, with every earlier year kept in your history.
When a rule fires on your monthly Life Statement, your plan shapes what happens next, and you'll see "Your plan says" beside it.
We show you last year's answers and ask, "Still true?" Keep what holds, change what doesn't.
Use this to guide my Coach, but I'm flexible.
This matters to me. If something runs against it, point that out clearly.
Check this with me every year before relying on it.
Section 1 of 5
What matters most to you about your health as the years go on.
Rank what matters most to you as you age.
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Sample member, synthetic data.
Your values are allowed to change. Your history shows how, so the people helping you understand what you wanted, and when.
No. It's a personal guide. Your legal documents always come first.
Change any answer at any time. Your new answers become a new version, and your earlier plans stay in a history that only you control.
Only you, unless you choose to share it with someone you trust or your advisor.
No. Earlier plans guide, they never bind. If something you're doing runs against a firm answer, we'll point it out so you can decide.
No. Health signals can prompt a conversation. They never change whose wishes govern.
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