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What is Financial Life Planning?

Return on Life

When you focus on your life goals and priorities, everything else falls into place. Most normal financial plans are all about return on investment. We look at your return on life. What can you do with the money you have? Define success in your own terms, and then live out your values day by day, with the peace of mind that you have a financial plan that supports your goals.

How it Works

We meet you where you are, no matter where that is. With a short survey, we will be able to start clarifying your goals for the future. The Return on Life Index survey will let you assess 10 areas of your life:


  • Work
  • Home
  • Achievement
  • Learning
  • Leisure
  • Health
  • Relationships
  • Purpose
  • Autonomy
  • Security


Where are you currently satisfied? Where do you want to make progress? We want to practice gratitude for what you already have, and look at areas where you can improve. Together, we will figure out how you can use your money more effectively to make your life as wonderful as possible. Making the most of what you have, and making sure that your spending is in line with your priorities - that's what a true financial plan should accomplish. 

Start now by taking the Return on Life survey (5-10 minutes), and see what areas of life you can start improving today.