How Does It Work?Services You Can Offer with the ELP
Co-Branding Directory of Certified Enhanced Lifestyle Planner

How does it work?

Your clients and their spouses/companions can complete the ELP Questionnaire online on their own or at a group presentation meeting. The questionnaires takes approximately 20 minutes to complete on line. In the group sessions which you can deliver in 1.5 to 3 hours, a paper version of the Questionnaire is used which needs to be subsequently completed on line. After the ELP Questionnaire is completed the data for ELP reports is stored in the Certified Enhanced Lifestyle Planner's Account. You would then generate the ELP Report and provide it to clients along with the accompanying handouts in 3 possible ways:

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Services You Can Offer with The ELP

Self-Study

Your can offer the ELP as a self-study program. When your clients complete the ELP Questionnaire on line you can e-mail their ELP Report (Acrobat Reader) along a number of accompanying handouts, an address on the Internet where your clients can view an on-line Feedback Presentation on the ELP reports. The accompanying handouts include:

	Goal-Setting
	Breaking Goal Into Action Plans
	Nutrition and Aging
	Relationships
	Five Step Process to Meaningful Second Career and Volunteer Activities
	Readiness Checklist (Retirement Planing version only)
	ELP User Guide

If your clients need to complete the ELP using a paper format, you can mail them the Questionnaire, and once you receive it back completed, you can prepare and print their ELP report and the other documents and mail them back to them.

With Coaching Meetings — One-on-One

You can package the program with a number of coaching sessions to help your clients determine their lifestyle priorities and help them achieve these priorities. This service could be offered as part of a career transition transition, retirement planning and/or life balance program.

In Workshops or Lunch and Learn Sessions

The ELP can also be offered as part of a full scale retirement planning or general life balance workshop, or in lunch and learn sessions. PowerPoint presentations with detailed notes have been developed to help you lead these sessions. The ELP would also be an excellent fit as part of a wellness and a stress management program.

Co-Branding

If you already have a web-site, we can provide you the html files and mastheads about the ELP and the Services you can offer. You can customize this information and have your web master post it on your web site. You can also include two links on your web site. One will be the Questionnaire link which you and your clients can use to complete the ELP Questionnaires from your web site. The second link will allow you to access your Account and the ELP Certified Restricted web site. With Co-branding, your logo can appear on the Questionnaire page on the Internet as well as on the ELP Reports themselves. You can also be provided with a set of ELP handouts with your logo on them which you can then use with your clients.
There is a one-time fee of US $350 or CA $500 to set-up Co-Branding.

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Directory of Certified Enhanced Lifestyle Planners

Once you are certified, you will be listed in the ELP Directory of Certified Enhanced Lifestyle Planners. This can lead to possible calls from Corporate or individuals clients who are seeking financial planning services. If you want your picture and bio listed in addition to the standard information, there is a one-time set-up fee of US $150 or CA $225.

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