Your life plan, built in minutes.
Not a blank template.

Answer a few questions and Xclerist™ builds a real plan across all 10 areas of your life, with dated goals and the next step in each one. Free to start.

Start free

Takes minutes. No credit card.

  • 5, 10 and 20 year views
  • All 10 areas
  • Free to begin
A FEW QUESTIONS
YOUR PLAN SETUP8 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.

YOUR PLAN
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
Why most plans fail

Most life plans die in a drawer.

A blank template asks you to already know the answers, write them all down, and remember to look at it again. That is three chances to quit before you have started.

01
A template starts empty.
Your plan starts built, from a few questions.
02
A template covers one area.
Your plan covers all 10 at once.
03
A template never changes.
Your plan updates when your life does.
How it works

How your plan gets built.

1

Tell us where you are headed

A short guided check in on where you are now and what you want across the areas of your life. Multiple choice, no essays.

YOUR PLAN SETUP8 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

Get your plan and your goals

Your plan is built from your answers, with a goal and a next step in all 10 areas, and real people help you sharpen it so it fits your life.

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
3

Put it in motion

Track progress, keep the next step in front of you, and get warm introductions to the people who can help you move faster.

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

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

Start free
The long view

One year out, five years out, twenty years out.

Your plan lays out on a timeline with real dates, so you can see what is coming next month and what you are building toward decades from now. Zoom in for the next step. Zoom out for the whole life.

THE NEXT TWENTY YEARSYour timeline
13 MILESTONES
TODAY
2026202720282029203020312033203620412046
Analytics projectSEP 2026
Emergency fund startedNOV 2026
Certificate finishedFEB 2027
First 10KJUN 2027
Mid level roleMAR 2028
A real run club crewSEP 2028
First trip abroadJUN 2029
Down payment readyJUL 2030
Buy a homeAPR 2031
Sabbatical yearJUL 2033
Lead a teamMAY 2036
Give with intentionJUL 2041
Fund a scholarshipJUL 2046
  • Analytics projectSEP 2026
  • Emergency fund startedNOV 2026
  • Certificate finishedFEB 2027
  • First 10KJUN 2027
  • Mid level roleMAR 2028
  • A real run club crewSEP 2028
  • First trip abroadJUN 2029
  • Down payment readyJUL 2030
  • Buy a homeAPR 2031
  • Sabbatical yearJUL 2033
  • Lead a teamMAY 2036
  • Give with intentionJUL 2041
  • Fund a scholarshipJUL 2046

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

All 10 areas

A real plan covers more than your career.

Career, money, health, relationships and six more. Most plans people write cover one or two and quietly ignore the rest. Yours covers all 10 from the start.

Career
Financial
Education
Relationships
Family
Health
Housing
Community
Experience
Legacy
The network

A plan gets you started. People get you there.

You can write a plan alone. You go further with the right introductions. Xclerist opens a Network of mentors and peers and makes those introductions on purpose, tied to the goals already in your plan.

Start free
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
Questions people ask

Questions, answered.

How long does it take to build my plan?
A few minutes. You answer a short guided check in and your first plan is built from your answers at the end of it.
Can I change my plan later?
Yes. Your plan updates as your life does. Change any area and the plan refreshes on a regular cycle, so it never goes stale in a drawer.
What do you do with my information?
We use it to build and update your plan. We do not sell your personal information, and you can export or delete your plan whenever you want.
Do I need to know what I want first?
No. The questions are multiple choice and they are designed to work out what you want. If you are not sure about an area, say so and your plan starts you somewhere sensible.
Is it really free?
Yes, you can start free. You’ll always be able to build and see your plan without paying.

Stop planning to make a plan.

Free to begin. A few questions and your first goal and next step are waiting.

Start free

Takes minutes. No credit card.

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