LifePrint®
Advantage

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!

Step 1: LifePrint® Discovery

Let’s discover what’s most important to you.

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.

lifeprint advantage discovery

Now that you know why you are doing what you are doing, let’s determine where you want to go next!

Step 2: LifePrint® Analysis, Planning and Presentation

Let’s define, interpret and discuss how to achieve what is most important to you.

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.

lifeprint advantage convertible fun

Together with your Advisor, you’ll have the power to navigate life transitions with personalized roadmaps and passionate support.

Step 3: LifePrint® Plan Implementation

Engage on your own terms to implement your LifePrint® Plan.

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®.

lifeprint advantage traveling

Goals change. Resources change. Markets change.

Step 4: LifePrint® Guidance

Unlike traditional financial plans, your LifePrint® Plan will continue to adapt and get updated regularly.

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.

lifeprint advantage reaching goals

The LifePrint® Advantage helps you answer questions such as:

  • bullet How much should I be saving?
  • bullet Do I have enough?
  • bullet Is my investment risk appropriate?
  • bullet What types of insurance do I need?
  • bullet Is my tax situation leveraged as much as possible?
  • bullet How do I protect myself and my loved ones?

Second Opinion Partners