Every step to your ideal life.It's on your life plan.

Xclerist™ turns the life you want into dated goals across all 10 areas, then breaks each one into the next step you can take this week. Free to start.

Start free

Takes minutes. No credit card.

A person in the driver's seat of a car, looking ahead at the open road
What this is

A plan for your whole life, broken into steps.

Xclerist is a membership that plans all 10 areas of your life, from career and money to health and relationships. Every goal comes with a target date and the next three moves, so you always know what to do next. Free to start.

HOUSING

Own a place within three years

TARGET JUN 2029
Progress35%
THE NEXT THREE STEPS
Open a dedicated down payment account
Automate $400 a month into the fund
Meet a fee only planner about timing
Request an introduction
Chance or a plan

Most people leave their life to chance.

Not on purpose. It happens because nobody ever writes down where they are going, so every year is decided by whatever is loudest that month. A plan does not make life rigid. It just means the important things get a date instead of getting whatever is left over.

1
A next step, always.
Open any goal and the next three moves are already there.
2
Progress you can see.
Steps close, the goal moves, and you can tell it happened.
3
Nothing gets forgotten.
All 10 areas stay on the plan, including the ones that usually slide.

This is an example, not a real member’s plan. Yours is built around your life and your goals.

FINANCIAL
Automate $300 a month into savings

Toward your goal: build a three month emergency fund

DUE AUG 31Mark done
Your planLAST UPDATED JUL 2026
LIFE AREASTATUSCURRENT GOALNEXT STEP
CareerOn trackMove into a mid level analytics roleAsk for an analytics project at work
FinancialOn trackBuild a three month emergency fundAutomate $300 a month into savings
EducationNext step readyFinish the product analytics certificateEnroll this week
RelationshipsOn trackKeep the relationship intentionalSet a standing monthly check in
FamilyNext step readyStay close while living in a new cityHelp your sibling move to college
HealthOn trackStronger, better rested, and 10K readyLock a three day strength routine
HousingNext step readyOwn a place within three yearsOpen the down payment account
CommunityNext step readyBuild a real circle in RaleighJoin one run club
ExperienceNot startedOne big trip abroad in two yearsPick a destination
LegacyNot startedGive with intention, earlyChoose one cause to start with
How it gets built

What setup actually costs you.

1

A few questions

A short guided check in on where you are and where you want to be. Multiple choice, no essays.

YOUR PLAN SETUP3 OF 12
FINANCIAL

How much of your income goes to savings right now?

Nothing yet
A little, but not steady
About 10 percent
20 percent or more

Tap one. Nothing here is permanent, you can change it later.

2

Your plan, built from your answers

A goal and a next step in all 10 areas, with real people helping you sharpen it.

Your plan10 AREAS
CareerOn track
Move into a mid level analytics role
NEXTAsk for an analytics project at work
FinancialOn track
Build a three month emergency fund
NEXTAutomate $300 a month into savings
EducationNext step ready
Finish the product analytics certificate
NEXTEnroll this week
RelationshipsOn track
Keep the relationship intentional
NEXTSet a standing monthly check in
FamilyNext step ready
Stay close while living in a new city
NEXTHelp your sibling move to college
+ 5 more areas
3

Then you just take the next step

Finish one and the next appears. The plan updates as your life does.

HOUSING

Own a place within three years

THE NEXT THREE STEPS
Open a dedicated down payment account
Automate $400 a month into the fund
Meet a fee only planner about timing

This is an example, not a real member’s plan. Yours is built around your life and your goals.

Ten areas, and the people

Ten areas, and the people who help with each.

Career, money, health, relationships and six more. When a goal needs someone who has done it before, Xclerist makes a warm introduction to a mentor or peer tied to that goal.

Career
Financial
Education
Relationships
Family
Health
Housing
Community
Experience
Legacy
RMCeramics studio owner, HoustonSUGGESTED BY YOUR PLAN

Started a studio while working a full time job, which is the same path your Experience goal describes.

Matched to: open a studio space by 2030
Request introduction

Take the first step this week.

Free to begin. A few minutes to your first goal and the step that starts it.

Start free

Takes minutes. No credit card.

xcleristYour future isn’t what it used to be.Xclerist, LLC · PO Box 170097 · Boise, ID 83717
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