Client portal
Welcome to your workbook portal
The Retirement Lifestyle Workbook is a private, guided way to put your whole financial picture in writing — at your own pace, from anywhere. Your answers save automatically, and only you and Soulai Finance can see them. When you're finished, you submit your workbook and your advisor turns it into a clear, personalized plan.
New here?
Start a new workbook
Create a private account with your email and a password. It takes a few minutes to get going, and you can pause and return any time — your progress is always saved.
Private and secure. Only you and your advisor can see your workbook.
Returning?
Continue your workbook
If you've already started, open your personal link or access code below and sign in with the email and password you created.
What you'll cover
A guided conversation, in writing
Instead of trying to remember everything in a single meeting, you answer a few simple questions at a time. Here's what the workbook walks through:
About you & your family
Your household, important relationships, and what matters most.
Goals for the life you want
Needs, wants, and wishes — scored so your plan can prioritize them.
Your financial picture
Income, investments, property, other assets, and debts — all in one place.
Comfort with risk
A short questionnaire plus a portfolio check and retirement readiness score.
Good to know
- Everything saves automatically — there's no "submit" until you review and submit at the end.
- Your workbook is tied to your email and protected by a password you choose.
- You can come back and update your answers whenever life changes.