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What is LIVE Your GOALS?
LIVE Your GOALS is the foundational mindset, methodology, and decision system behind all of Vera Planning's core services - Financial Planning, Business Planning, Strategic Planning, Private Wealth Management, and Risk Management.
It moves you from complexity to clarity by translating vision into intentional action across personal, investment, business, and philanthropic dimensions.
It moves you from complexity to clarity by translating vision into intentional action across personal, investment, business, and philanthropic dimensions.
How the system fits together
The LIVE Framework determines where an initiative belongs. The GOALS Process brings it to life with a clear path from purpose to execution.
Values Based Planning
Goals Planning Framework
Decision System for Vision Execution
Integrated Strategic Framework
Complex Decision Making System
LIVE Framework
Define where each initiative fits in your vision - Legacy, Investment, Venture, or Endowment.
L - Legacy
Identity, experience, or generational purpose.
I - Investment
Financial holding, asset, or stake.
V - Venture
Business, enterprise, or production based.
E - Endowment
Impact driven, philanthropic, or cause based.
GOALS Process
Define where each initiative fits in your vision - Legacy, Investment, Venture, or Endowment.
Guidance
Define the intent.
Objectives
Describe the outcome.
Allocation
Design the blueprint.
Logistics
Deploy the initiative.
Stewardship
Direct the impact.
Key Features and Capabilities
Values Based Decision Making
Use LIVE to align initiatives with Legacy, Investment, Venture, or Endowment verticals.
End to End Strategic Activation
GOALS transforms intention into execution with a clear pathway from purpose to impact.
Modular and Scalable
Applies across personal wealth and enterprise growth for individuals, families, and organizations.
Integrated Across Services
Deployed across financial planning, business planning, strategic consulting, private wealth management, and risk management.
Clarity Amid Complexity
Organizes ideas into clear verticals and actionable steps for high stakes decisions.