How does it work?

You need to first select one of the Certified Planners from our Directory of Planners. These include Lifestyle Planners as well as Financial Planners.

Lifestyle Planners will help you refine some of your lifestyle goals and start to integrate them immediately into your life.

Financial Planners will help you develop a financial plan, which fully integrates your lifestyle objectives.

The Certified Planners listed in our Directory are not employed by our company, but have completed a certification program which has trained them in using effectively our Enhanced Lifestyle Planner when counseling you.

The Certified Planner you have selected will then give you an access code so that you can complete an Enhanced Lifestyle Planner directly online. The questionnaire(s) take(s) approximately 30 minutes to complete.

Subsequently, you will be reviewing your report on the telephone or in person with the Certified Planner you have selected to work with.

Benefits for you

Extremely time and cost effective process to help you:
	Plan a meaningful future for your later years
	Discuss and clarify your future dreams with your spouse/companion
	Start integrating a more balanced, meaningful approach immediately into you life
	Truly plan your finances to achieve your goals

To get started please go to our Directory of Planners and contact the ones, you would be interested in working with.