Lifestyle Planning Roadmap
Is your financial plan on track?
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?