Holistic Financial Planning Platform

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Holistic Financial Planning Platform

Inspired by a conversation on:

The Perfect RIA

The Perfect RIA

Navigating the Future of Financial Planning With Seth Streeter [Episode 330]

Host: Matthew Jarvis

Timestamp: 00:01:51 - 00:02:41

Listen to Episode • View Podcast • All Ideas from The Perfect RIA

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Feather Flow

Direct Quote

"We try to expand the conversation beyond just the balance sheet."

Market Gap

Traditional financial planning focuses too narrowly on financial metrics.

Many financial advisors concentrate solely on numbers, ignoring the broader aspects of clients' lives. Clients often seek more than just financial advice; they want guidance on life transitions, personal fulfillment, and well-being. Current financial planning tools often fall short of addressing these holistic needs, leading to a disconnection between clients’ financial health and their overall happiness. This gap creates a demand for solutions that integrate financial planning with life coaching, personal goals, and emotional well-being.

Summary

Create a digital platform that offers holistic financial planning, integrating financial advice with personal life coaching and emotional support. This platform could guide clients through life's transitions by focusing on 12 dimensions of wealth, including health, relationships, and personal fulfillment. By leveraging technology, advisors can ask deeper questions about clients' lives and provide tailored resources, fostering deeper relationships. The platform could include interactive tools for clients to assess their well-being across these dimensions and access resources or experts in specific areas, such as career coaching or mental health support.

Categorization

Business Model
SaaS
Target Founder
Subject Matter Expert
Difficulty
Medium
Time to Revenue
3-6 months
Initial Investment
$1,000-$10,000

Potential MRR (18-24 months)

Conservative
$5,000 - $10,000 MRR
Moderate (Most Likely)
$15,000 - $30,000 MRR
Optimistic
$50,000 - $100,000 MRR

* Estimates assume solo founder/bootstrap scenario with competent execution

Scores

Clarity
9/10
Novelty
8/10
Feasibility
7/10
Market Potential
8/10
Evidence
7/10
Overall
7.8/10
Found on October 13, 2025 • Analyzed on October 13, 2025 9:40 AM

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How should I validate this saas idea before building it?

2:34 PM

Great question! For a saas idea like this, I'd recommend starting with these validation steps:

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