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.
Our 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.
The InvestmentViewfinder℠ helps you identify your investing preferences so your advisor can customize your portfolio to align with your financial plan.
Find a personal financial advisor near you, and start living the life you want. With over 240 advisors in 70+ offices across 30 states, you can find an advisor near you to create a financial plan tailored to your personal goals.
Tell us about yourself at no cost or obligation.
By submitting the above, you acknowledge that the information you are providing is subject to our Privacy Policy and Terms of Use. You also consent to our marketing of products and services through a variety of means, including automated email systems, that you will be responsible for charges incurred in connection with a call or email, and that we may share your information with our affiliates for marketing.
To withdraw your consent to receive calls or to change your preferences, please call us at 1 (800) 796-3315. To stop marketing emails, follow the opt-out instructions in the email received.
