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Has your money set you free…

or imprisoned you?

What is Your “Return on Life™?” 

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The majority of the financial services industry focuses on performance, otherwise known as ROI or return on investment. We believe, having enough money isn’t enough.  Most importantly, are you getting the best life possible from the money you have? With our clients, we use a much more effective approach called Return on Life™. The result of this ROL-centered approach is that our clients are able to live the best lives possible given the money they have.

With ROL, you don’t give up the best of life or the best parts of yourself just to accumulate money. The money is there to serve you, not vice versa. We help you identify own definition of success, rather than dictating what that should mean to you. Return On Life (ROL) puts the focus on what is important to you to accomplish. From there, we help you by managing your assets in a way that improves your life and provides peace of mind and confidence.


The ROL Index asks you to assess 10 aspects of your life that relate to whether or not you are making progress in three key areas: Well-Being, Progress, and Freedom.

Based on your responses, the ROL Index creates a measure of your life satisfaction, identify areas where you can use your money more effectively to make things better and, importantly, celebrate the areas where you've made progress.

We invite you to click on the link below and take 5 minutes to complete the ROL Index and receive your FREE personalized report. You might be surprised by the results!


Return on life 



The Fiscalosophy tool asks you to think about your perspectives on money. Where did these perspectives come from? Do you and your loved one share similar views? How are your experiences with money shaping your financial plan?

ROL Index helps you measure your life satisfaction in three key areas: Well-Being, Progress, and Freedom to determine if you are getting the best life possible with the money you have.

Based on your responses, the ROL Index creates a measure of your life satisfaction. The results will have a profound effect on how you think about your financial planning and your life.

The $Lifeline tool will prepare you financially for life’s big transitions. Using this tool, we can help you and your loved one plot out major events in a unique, visual way that will show you where you’re headed and make it easier to sync up your financial plan with your life. 

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