What is your Return on Life?

Return on Life represents a philosophical shift in how we work with our clients. In addition to helping you make smart decisions with your money, Return on Life shifts the focus to helping you live the best life possible with the money you have. Money then becomes a tool to help you live the life you want, instead of the goal itself.

Whilst many advisers focus on Return on Investment (ROI), we focus on Return on Life (ROL)!

In the leap forward into ROL planning, life – transition tracking tools, financial satisfaction, and fiscal philosophy tools help you merge your money and your life.

The result of using a ROL-centered approach is that our clients are able to live the best lives possible given the money they have.

With ROL, you don’t give up the best of life or the best parts of yourself just to get money. The money is there to serve you, not vice versa. Instead of focusing on someone else’s definition of success, you will write your own. ROL puts quality before quantity by managing your assets in a way that improves your life and provides peace of mind and confidence.

A plan designed with ROL as its foundation is designed to answer THREE BIG QUESTIONS:

1. How did I arrive at my perspectives on money?
2. Am I managing my money in a way that is improving my life?
3. Am I financially prepared for life’s big transitions?

We’ve just launched an exciting new tool called the ROL Index that will help you answer that question. It consists of 20 questions that are grouped into three categories: Well-Being, Progress, and Freedom.

Based on your responses, the ROL Index creates a measure of your life satisfaction. The results will have a profound effect on how you think about your financial planning and your life.

We invite you to click on the link below and take 5 minutes to complete the ROL Index and receive your FREE personalized report. You might be surprised by the results!