> For the complete documentation index, see [llms.txt](https://docs.twfsystems.com/documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.twfsystems.com/documentation/how-to-use/planning/goals-and-preferences.md).
# Goals & Preferences
Set income and legacy goals, identify temperament, risk preferences and primary wealth strategy.
It is important to take the time to go through each of the following Goals & Preferences and complete each question or field. Answer as honestly as possible. Keep in mind you can change these at any time.
