Financial Planners/Advisors

I found the Enhanced Lifestyle Planner program & teleclass process to be first rate! All the learning tools, techniques & marketing support materials are there at the efficiently designed, easy to navigate web site. This includes the capability for Lifestyle Planner user/client direct on-line interface. George was an excellent coach/instructor & mentor in guiding us through the program & processes via the teleclasses approach.

Ross Cowan, CFA

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Great program. Wonderful process to help clients identify and prioritize their lifestyle preferences. I love the flexibility of being able to use the ELP one on one or in a group workshop. The support materials and training are really excellent and most importantly my clients love it.

Abe Toews, CFP, CLU, CH.F.C.

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I continue to be amazed at the positive reaction I keep getting from my clients after they receive their ELP report. What I love most about the ELP is the fact that while it is comprehensive, it's also very simple and user friendly. The information I get about my clients as a result of completing this process and the relationships I am developing with them, will unquestionably help me as I continue to build my financial practice.

Scott Lawhorne, CFP

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I am very impressed with the quality of the program and it's ease of use. In fact as I went through the certification training, I can only say that it exceeded by far my expectations. There is no doubt in my mind that the ELP will be a wonderful add on to the workshops we conduct in financial planning and will also be very helpful when working with our clients one on one.

Bob and Dan Beyaert, CFP

Career and Professional Coaches

I found the Enhanced Lifestyle Planner to be a great way to identify lifestyle preferences and to help clients set goals. This comprehensive and valuable tool should be utilized by anyone seeking clarity and focus for their future!

Tammy Graves, Professional Trainer and Life Balance Coach

The ELP is a great tool for generating options for clients, and helping them to organize their thinking around the lifestyle they want. It is also excellent to serve as a vehicle for client discussions with family members.

Mark Wardley, Career and Life Coach

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It's a great coaching tool which depending on the client I could use as part of the intake or later in the coaching relationship. I think it has great value and will help enhance the practice of coaches who use it.

Margaret Miller, Professional Coach

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What I especially like about the Enhanced Lifestyle Planner is that it is very flexible and can be used one on one or in group workshops. It's also an excellent tool for a client appreciation event. Detailed PowerPoint presentations with notes along with handouts and a host of other materials to help you promote and differentiate yourself are all included in the bargain.

05/2001 Broker World article by John Melchinger, Marketing Coach

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As a career management professional and psychotherapist, I have been impressed with the thoroughness and wisdom evident in the Enhanced Lifestyle Planer testing and training materials. The value of these tools is that they enable coaches and clients to break down a broad set of goals and decisions into manageable planning steps. Further, North American Lifestyle Corporation staff have been instrumental in assisting me in integrating the product into my existing practice from a marketing perspective. I am looking forward to providing more integrated life and career planning for my corporate and individual clients with these productive tools.

Mary-Frances Work Creatively, Career Strategist & Life Balance Coach

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Users

This is one of the best process we have ever completed in a long long time. It was really helpful to take stock of what we wanted in terms of our future lifestyle and having a written report was so useful during our discussions. We now have a very clear idea of our goals and how we are going to realize them.

Kristina and John S.

What I like about the Enhanced Lifestyle Planner is that it is so user friendly and it really got me thinking. The handouts are also clear and easy to work with. In these stressful times, it's really nice to set some goals and to determine how they can be realized and working with a coach has been a real blessing. I feel so much more in control.

Janet F

When my Financial Advisor suggested I complete the ELP questionnaire, my first reaction was "how long will it take". Well, let me assure you that this was one of the best 20 minutes I have spent ever. The Enhanced Lifestyle Planner did not give me any new insight, but what it did is really help organize my thinking and my priorities. It also helped remember the many things which are so important in my life. It's also reassuring to know that my financial plan takes into consideration my lifestyle preferences. What a neat process.

Robert J.

I have to admit that it was hard at the beginning to realize how different our lifestyle choices were. But we are both so happy that we went through this process. It really helped us communicate and set for ourselves lifestyle goals which take into account both of our needs and priorities. Because of this, instead of drifting apart, we now have a much better relationship and we also have a plan to achieve these goals. We will always be grateful for this.

Michelle and Joseph K.