Vision Chat (iOS)

The Vision Chat is an advisor-only tool that helps turn a client’s values and goals into a concise vision statement. You can access it from a client’s assessment details.

Open Vision Chat

1. Go to Values.
2. Select a client assessment.
3. Tap Generate Vision Statement.

How the Chat Works

• The chat uses the client’s values and goals as context.
• You can add prompts or clarifications to improve the output.
• Tap Save Vision to store the final statement.
• Use Reset to restart the conversation if the direction isn’t right.

Tips for Strong Outputs

• Start with a short, clear prompt that includes the client’s name and priorities.
• Reinforce the client’s top values in your follow-up prompts if needed.
• Keep edits focused on tone, clarity, and alignment to stated goals.
• Avoid adding dollar amounts or specific numeric targets.

Best Practices

• Use the client’s own language when possible to maintain authenticity.
• Keep the final statement to 3–4 sentences in a single paragraph.
• Review for compliance with internal guidelines before saving.
• If the client’s goals are incomplete, ask for clarification before finalizing the statement.

Prompt Examples

• "Draft a 3–4 sentence vision statement for Jordan that emphasizes independence, family, and community impact. Keep it warm and practical."
• "Use the client’s values of simplicity and security to craft a concise vision statement. Avoid numbers or dollar amounts."
• "Write a short vision statement that connects the client’s goal of early retirement with their values of freedom and learning. Use the client’s name."