lifeplanning.tools
Assessment tools for financial life planners and their clients. Built around the idea that a life worth living has more than one dimension.
Where are you now?
Rate your satisfaction across seven dimensions of a life worth living — Meaning, Physical, Intellectual, Relational, Emotional, Financial, and Time. Used before prospect meetings and annual reviews to start the right conversation.
Open toolWhat matters most?
A deep financial health inventory across seven areas of your financial life — cash flow, protection, legacy, investments, and your relationship with money. Used during client onboarding to set the planning agenda.
Open tool