Protect, Live, Dream

The BeFi tool that empowers clients to focus on their motivations, not their neighbors.

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Why Goal-Based Investing?

Manage behavior — not just money — with Orion’s proprietary Protect, Live, Dream framework, which lets you bucket your client’s investments into distinct areas, enabling you to work toward their unique goals, not arbitrary benchmarks.

Developed by Chief Behavioral Officer Dr. Daniel Crosby, this innovative BeFi tool will help you keep investors’ eyes on individual aims, not market fluctuations, reduce panic selling, and create more informed financial plans that spark deeper client conversations and drive better financial outcomes

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75%

Of clients with a goals-based approach made no changes to their portfolios during the 2008 financial crisis.¹

50%

Of investors with a traditional portfolio fully liquidated their holdings during the same time period.¹

A Proven Psychological Approach to Planning

Create Customizable Buckets for Clients

Because not all goals are created equal.

Protect

This bucket consists not only of “safe” assets but also the income potential of human capital.

Live

This bucket contains those investment assets that work to sustain a client’s lifestyle over the long haul.

Dream

This bucket funds aspirations, or the things a client hopes to do but that are not immediate needs.

Or Personalize

Want to build custom buckets? Go beyond the standard framework and build up to four personalized buckets, tailored to your clients' goals.

Tech-Enabled BeFi

How It Works

Step 1

Start with your clients' 3D Risk Profile to determine their risk comfort level by evaluating their life and finances from multiple dimensions.

Step 2

Next, go through the personalized planning workflow in Orion Planning that works to bucket your client’s investment strategy into the Protect, Live and Dream buckets.

Step 3

Finally, provide clients with a financial plan catered to their unique goals that’s designed to keep them on track in all market environment.

Free Resource: Whitepaper

See Behaviors, Strengthen Outcomes

Investing isn’t logical. Orion’s Protect, Live, Dream framework taps into human psychological tendencies to help advisors guide clients toward behaviors that align with their unique short- and long-term goals.

Instead of being influenced by the market or the Joneses, investors stay focused on their objectives and remain calm in times of volatility.

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