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Understand what’s important.

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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.

Money is only fuel.

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.

  • Uncover your strengths and challenges with finances.
  • Capture profound insights for discussion with your loved ones.
  • Analyze spending, saving, and planning tendencies.
Discover Your MoneyMind
GSPFM Moneymind

Focus on what matters most.

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.

  • Identify and clarify your intentions, motivations, and goals.
  • Discuss the trade-offs around decisions and priorities.
  • Use scoring to track and update progress on priorities.
GSPFM Honest Conversations4

Investment portfolios tailored to your preferences.

The InvestmentViewfinder helps you identify your investing preferences so your advisor can customize your portfolio to align with your financial plan.

  • Facilitate an open dialogue about investments.
  • Track investment expectations on cost, performance, protection, and taxes.
  • Identify gaps in your existing investment portfolio.
GSPFM investment Viewfinder

Learn more about building a dynamic financial plan.

Explore Step 2

We want to know what makes you, you.
That’s what makes us, us.

Find a personal financial advisor near you, and start living the life you want.

With over 240 advisors in 80+ offices across 30 states, you can find an advisor near you to create a financial plan tailored to your personal goals.

See All Financial Advisory Locations
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Ready to start a conversation? We’re here to listen.


Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

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