Genogram Builder

A visual family tree to identify intergenerational patterns, financial biases, and hierarchies. Helps clients assess the inherited meaning of money.

Drawing Canvas

Male

Female — Couple | | Child

Genogram Notes & Observations

Intergenerational Patterns (money beliefs, spending habits, financial trauma) Financial Biases or Hierarchies Identified Inherited Meaning of Money

Readiness for Change

Assess where the client is before introducing financial recommendations. Financial strategies are most effective when they meet the client where they are and respect the system's need for gradual transition.

Change Readiness Scale

Ask the client: "Right now, how prepared are you to make progress on your financial goal?"

0 — Not prepared to change10 — Already changing

0–5 Contemplation

6–8 Preparation

9–10 Action

Move the slider to see guidance for each stage.

What goal is the client contemplating or working on? Barriers identified (what is getting in the way?) Recommended next step (mini-goal)

Homeostasis principle: Individuals adapt readily to small, incremental changes but reject drastic overhauls. Design financial strategies that respect the client's need for gradual transition.

Values & Goals Alignment

Used at Annual Reviews and any time goals or life circumstances shift. Financial plans anchored in the client's core values are far more likely to be followed through.

Core Values Exploration

Ask: "What matters most to you in life right now?"

Value 1 (client's own words) Value 2 Value 3 How are these values currently reflected (or not) in the client's financial life?

Short-Term Goals (Next 12 Months)

Anticipated life changes (raise, wedding, birth, retirement, etc.) Financial actions to align with these goals

Long-Term Goals

Retirement target age

Estimated retirement income needed ($/mo)

Other long-term priorities (legacy, education, philanthropy)

Values/Goals Alignment Check

Areas of alignment (financial strategies match stated values) Areas of misalignment or opportunity

Session Notes Generator

Compile session notes for your CRM or client file. Pulls data entered across all tools in this session.

Key Discussion Points

What did the client share about their current life situation? Financial topics covered Systemic / emotional observations

Action Items

Advisor action items (with owner and due date) Client action items Next meeting — proposed date & agenda focus