Clarity Brings Confidence.
Before you can get to where you want to go, you need to know where you are.
Private and secure. Only you and your advisor can see your workbook.
Soulai Workbook is one of two Soulai Finance experiences. Its companion, Soulai Resonance, uncovers the why behind your money decisions.
What is it?
The Soulai Finance Retirement Lifestyle Workbook is a simple, private way to bring your finances, goals, and priorities together — giving you a clearer understanding of where you are today and what you want for the future. In a handful of guided sections, you move from scattered statements and estimates to one coherent picture of your household: income, assets, lifestyle aims, and your own comfort with risk.
What do I do with it?
Share your report with your Financial Advisor, CPA, and/or Trust Attorney to start a more meaningful conversation about the steps needed to move forward with clarity and confidence. Because the workbook is yours, you decide when to share it, and you can return at any time to update your answers as life changes.
Tap the cover to view it full-size.
Who it's for
It is built for individuals and families approaching a transition — retirement, a liquidity event, a new responsibility — who want to walk into that conversation prepared rather than caught off guard. No jargon, no judgment; just a clear, honest snapshot you and your professionals can work from.
What you take away
- A complete snapshot of your household balance sheet and income.
- A retirement income plan, including Social Security for both spouses.
- A portfolio analysis with a Monte Carlo view of likely outcomes.
- A shareable, branded report ready for your advisor and other professionals.
The human side of money
Money is more than numbers on a page. It is a conversation you have with yourself, your family, and the people you trust — about what you have built, what you want, and what comes next.
About you
Your household, family, and the people who matter.
Your goals
What you need, want, and wish for in retirement.
Your money
Income, investments, home, and other assets.
Your comfort with risk
A short quiz and a portfolio check.
How it works
Three simple steps
01
Start your workbook
Create a private account with your email and a password. Your progress saves automatically as you go.
02
Tell your story
Work through simple sections at your own pace — goals, finances, and the life you want next. Nothing is required all at once.
03
Review and share
See your workbook come together, then review and submit it to share with your advisor and start the conversation.
Your information stays private
Your workbook is securely linked to your email and protected by a password you choose. Your information is treated as confidential and will not be shared with your financial professionals or other third parties unless you choose to share it. You can return at any time to review or update your answers.
Ready to go deeper?
Explore your money story and uncover your “why” beneath your wealth.
Money Mindset
Risk Relationship
Decision Architecture
Values Alignment
Planning Orientation