Digital Assessment Tool for Life Planning

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Digital Assessment Tool for Life Planning

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: 00:09:41 - 00:10:10

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

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Feather Flow

Direct Quote

"We have some interactive tools that allow a couple to take a survey, like a digital assessment."

Market Gap

Clients struggle to identify personal fulfillment areas beyond finances.

Clients often find it challenging to articulate their personal goals and areas of fulfillment outside of financial metrics. Financial advisors typically focus on asset management and financial planning without addressing clients' overall life satisfaction. Existing tools do not provide a comprehensive way for clients to assess their well-being across different dimensions of life, making it difficult for advisors to guide them effectively. This disconnect can lead to clients feeling unfulfilled or disengaged from the financial planning process.

Summary

Develop a digital assessment tool that allows clients to evaluate their fulfillment across various life dimensions, such as health, relationships, and personal goals. This tool would enable clients to identify areas needing improvement and provide actionable recommendations to enhance their overall well-being. By incorporating this tool into the financial advisory process, advisors can initiate deeper conversations about life goals and transitions, fostering stronger relationships with clients. This approach not only helps clients but also differentiates advisors in a competitive market.

Categorization

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

Potential MRR (18-24 months)

Conservative
$3,000 - $6,000 MRR
Moderate (Most Likely)
$10,000 - $20,000 MRR
Optimistic
$30,000 - $50,000 MRR

* Estimates assume solo founder/bootstrap scenario with competent execution

Scores

Clarity
9/10
Novelty
7/10
Feasibility
8/10
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:

  1. Customer interviews: Talk to Technical to understand their pain points
  2. MVP approach: Build a simple landing page to test demand
  3. Competitor analysis: Research existing solutions and identify gaps

Would you like me to help you create a specific validation plan for your medium difficulty idea?

2:35 PM

Yes, and what about the technical implementation? Should I build this myself or hire a team?

2:36 PM

Based on your idea's complexity and 3-6 months, here's my recommendation:

Technical Strategy:

  • Start with no-code tools for rapid prototyping
  • Consider your technical background and available $1,000-$10,000
  • Plan for scalability from day one

I can help you create a detailed technical roadmap and resource allocation plan...

2:37 PM

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Similar Ideas

Holistic Financial Planning Platform

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.