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The LifePrint® Advantage is our proprietary, educational and Holistic Planning approach to financial life mapping based on an in-depth, multi-faceted personal understanding of you.
The LifePrint® Advantage will help you change the way you think about money, one life decision at a time. Because after all, if you don’t have a clear understanding of why you are doing what you are doing, how can you know where you want to go next?
With LifePrint®Advantage, you’re just 4 simple steps away to defining and living YOUR ONE BEST LIFE!
Gaining clarity about your commitments and intentions is the first step to knowing and understanding what your ONE BEST LIFE looks like to you.
We’ll begin with an engaging conversation to listen and learn about your short and long-term goals. Then we’ll walk you through a series of interactive and enlightening exercises that will help us to better understand how you think about money and financial related decisions.
Using advanced technologies, experience, and your LifePrint® to guide us, we’ll closely review your personal and financial circumstances. During this process we will address any gaps we discover with you. This will help us to identify and discuss potential trade-offs you can make in order to achieve your ONE BEST LIFE.
We’ll help you to execute and implement your plan to work toward your defined goals.
From getting your personal and financial documents organized to prioritizing personal and financially-related tasks, we are there to support you. Look forward to gaining control of your personal life through the LifePrint® GuideCenter®.
We will continue to engage you regularly to provide education, resources and more so that together we can modify your LifePrint® Plan as life unfolds.
By letting us know what has changed, we can help you understand the tradeoffs available to help you adapt and stay on course to continue to reach your goals.
How much should I be saving?
Do I have enough?
Is my investment risk appropriate?
What types of insurance do I need?
Is my tax situation leveraged as much as possible?
How do I protect myself and my loved ones?