Join

So you’re ready to set some financial goals? This is the most exciting part of the advice process! Your goals give your money a purpose. You can define your Financial Goals directly in the Rask app.

Once you’ve set your goals, head to your Vision Board. Vision uses collaboration language:

  • Board: a planning surface (you can create multiple boards).
  • Group: what cards are organised into (based on the board template you choose, fully editable).
  • Card: the item you move and plan with (card-native data, independent from your Goals form draft).

When creating a board, you’ll use a 3-step wizard:

  1. Name your board.
  2. Choose a template (Blank default, Decades, Calendar years, or Simple Kanban).
  3. Optionally turn on Import my financial goals as cards (default is off).

You can drag and drop cards between groups, reorder groups by dragging the group header (cards move with the group), add cover images and emojis, and track progress with updates and next actions.

Publish to financial plan

Vision board editing does not automatically change your financial plan.

To send cards into planning:

  1. Open the card and turn on Make this a financial goal.
  2. Complete the card’s Goals tab fields.
  3. Click Publish to plan in the Vision page header.

Publishing updates the planning goals used by /goals and adviser planning views.

You can also switch between:

  • Board view for drag-and-drop planning.
  • List view for scanning and sorting by target date, amount, priority, or last updated.

Board lifecycle controls are in the board actions menu (...) in the Vision header:

  • Copy board link
  • Duplicate board
  • Rename board
  • Archive board / Restore board
  • Permanent delete

Archived boards are kept out of the normal active-board workflow and managed in a separate Archived boards dialog.

Permanent delete is immediate and cannot be undone. Rask requires typing DELETE before the action can be submitted.

In each card drawer, you can create custom properties (text, number, date, select, checkbox, URL) and set values per card. You can also apply board tags to cards and manage board-wide tag options from the board actions menu (...) → Manage tags.

If household sharing is enabled for your account, you can invite a partner from Share (Vision Board header) or Settings → Household sharing.

  • Sharing is board-specific: choose the board first, then invite.
  • View access: partner can read Forms + Vision board content.
  • Edit access: partner can read and update Forms + Vision board content.
  • Invite links first route through secure login resolution. If your partner already has a Rask account, they should log in (not create a new account) with the invited email to accept.
  • Existing-account invitees can accept directly from their in-app notification.
  • Vision Board shows board context (owner, permission, collaborators) and lets you switch between accessible boards.
  • UI currently supports creating up to 3 boards.

Your private notes and updates are only visible to you. If you want your adviser to see context for planning, add a short shared summary in the card drawer.

Why set goals?

Without goals, a financial plan is just a list of numbers. Goals help you and your adviser decide:

  • How much you need to save.
  • How much risk you should take.
  • What types of investments are right for you.

How to use the Goals form

  1. Open the Goals form.
  2. Add your goals: You can add multiple goals, such as “Buying a home,” “Retiring early,” or “Saving for kids’ education.”
  3. Be specific: For each goal, try to define:
    • What: A clear description.
    • When: Your target timeframe (e.g., in 5 years).
    • How much: The estimated cost in today’s dollars.
  4. Prioritise: Mark which goals are “Must-haves” vs. “Nice-to-haves.”

Tips for better goal setting

  • Think short, medium, and long term: Don’t just focus on retirement. Think about what you want to achieve in the next 1–3 years too.
  • Be realistic but ambitious: It’s okay if you don’t know exactly how you’ll reach a goal yet — that’s what the advice process is for.
  • Review regularly: Your goals will change as your life changes. Update them in the app whenever you have a “lightbulb moment.”

Next steps