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ELP Excerpts — About the ELP Report and Questionnaire

The Enhanced Lifestyle Planner Report is designed to help clients organize their thinking, clarify or expand on their lifestyle goals, and balance their personal and professional life. The ELP report is made up of two parts: The Profile Summary and the Body of the Report.

The Profile Summary covers the following 9 sections:
1.
 Career ideas
2.
 Potential voluntary activities
3.
 Where I want to live
4.
 Potential hobbies and interests

5.

 Exercising
6.
 Potential travel
7.
 Special events
8.
 Additional goals for the Next 12 Months
9.
 Goal to monitor
This is the working document component of the ELP report. Here you will see listed the choices your clients have made in the various categories. Blank space was also left for clients to write some of their conclusions and decisions as they review this information, prioritize their choices, and determine the financial ramifications of these choices.


Body of the Report:

The "Body" of the report, on the other hand, is a detailed written report within it's various sections, a list of the strengths and skills that your clients want to use. It also highlights their motivators, and indicates how they are feeling about their work or the idea of retirement or semi-retirement. It also places in the context of the various sections of the report, the lifestyle choices they have made when they completed the questionnaire.

The ELP Questionnaire:

The ELP Questionnaire is comprehensive and includes as many as 540 selections in 12 or 13 different sections (depending on the version used). However, because it is checklist oriented it usually only takes 20 to 30 minutes to complete. An Excerpt, which is posted as an Acrobat Reader file, will show you a few of the selections from each section.


Note on downloading PDF files.

Depending on your system configuration, following the above links to the PDF materials will either download them directly to your computer, or open them within a new window your internet browser for you to then save to your hard drive. Do this by clicking the save button that appears in the toolbar on the top of the Acrobat window, as shown here.