Life planning questionnaire that brings clarity

What is a life planning questionnaire?

A life planning questionnaire is a structured intake that documents goals, time horizons, constraints, and decision criteria.

Pain points

• Decisions made without clear criteria
• Goals and horizons unclear
• No record to revisit later

How Intakly helps

• Capture goals and horizons in one place
• Use AI summaries to explore paths
• Keep intake linked to decisions and updates

Who this is for

• Individuals
• Coaches

FAQ

• Is this different from career planning intake? Yes. Life planning covers broader goals and horizons. Career planning focuses on work direction.
• Can this be updated? Yes. You can refresh goals and horizons and keep versions linked.
• Does AI help explore paths? AI summarizes constraints and criteria to compare options.

Details

What this use case is

This use case captures goals and horizons for life decisions. It helps compare paths based on constraints and criteria.

How AI Intake Forms helps

AI condenses context into a brief used to explore options.

Key benefits

• Clearer decisions with written criteria
• A record that evolves over time
• Less guessing during big changes

Example workflow

1. You complete the life planning questionnaire.
2. AI summarizes goals, horizons, and constraints.
3. You explore options using the brief.
4. Decisions link back to the questionnaire.
5. You refresh context as life evolves.

Call to action

Use a life planning questionnaire to bring clarity to big decisions without overcomplicating the process.