Individuals and their spouses (companions) can either complete a questionnaire directly online or they can complete a paper version of the questionnaire. It takes approximately 30 minutes to complete and participants can elect to receive either individual reports or joint reports for discussion purposes with their spouse/companion.

They can then review their report one on one one or in group workshops with Certified Planners from our Directory of Planners. The lifestyle coaching process has the benefit of helping individuals balance their personal and work life during their employment years.

Once the lifestyle choices have been made, it is time for participants to review their choices with a certified Financial Planner from our Directory of Planners, in order to establish a financial plan which takes into consideration their new Lifestyle objectives.

Financial and Lifestyle Planners are not employed by our company. However, they have completed a certification program which has trained them in using effectively our Enhanced Lifestyle Report when coaching individuals.

All reports and ensuing discussions with the Lifestyle and Financial Planners are held strictly confidential.

Who Is Eligible to Become Certified?

	Certified Financial Planners from one of the numerous Financial Planning Associations in the United States or Canada and/or;
	Individuals who hold a Professional Accounting designation or an MBA in Finance and/or;
	Individuals who hold a CLU or a C.F.A. designation
	Is licensed to sell financial products and is wroking toward becoming certified in a financial designation.

Lifestyle Planners

	Are certified as a Coach by one of the numerous coaching organization in the United States or Canada and/or;
	Have completed a graduate or post-graduate degree in counseling, psychology, behavioral science, and/or psychotherapy and/or;
	Have received a Professional Designation from a Human Resources, or Training and Development Association and/or
	Are full members of the International Association of Career Management Professionals ( or a local chapter)