Broker Check

Lifestyle Planning Roadmap

Is your financial plan on track?

By clicking “Start Roadmap” below you will begin a quick assessment about your current financial status.  Once inside the module, select a goal that is most important to you. You’ll be able to see if you’re on track and how simple adjustments can impact your ability to reach your goal. Once you’re ready, request a consultation, and we’ll discuss your results and plan to help make your financial goals a reality. 

Start Roadmap


What does the Lifestyle Planning Roadmap Provide?


1. Goals Guide

What is the probability of successfully reaching your lifestyle & retirement goals? Our goals
guide will reveal your probability of success from 0% up to 100%.


2. Financial Health Score

Our financial health checklist will help identify areas of strength and weakness. Our checklist
reviews 20+ key points and scores your overall financial health from 1-100.


3. Income Plan

How will you fund your lifestyle throughout different stages of life? How, when & where will
your income be funded to support your lifestyle? Our income plan will help design a
sustainable stream of income.


5. Tax Strategy

Are you taking advantage of the tax strategies that may be available to you? Are you
aware of tax bubbles that may be forming in your portfolio? Having a tax map can help
navigate tax roadblocks & dangers.


6. Legacy Review

A crucial part of lifestyle planning is making sure your family isn’t burdened or unprepared
due to unexpected changes. Reviewing your legacy wishes is key for simplicity and peace of mind.


Are you doing what is necessary to reach your goals?

With our Goals Guide you can see if you are on track.  Which scenario will you have?  Just enough, too little or too much?  


Let us help you gain a clearer picture of your financial future.

Start Roadmap


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