Young Professional Money & Life Coach
Has your money set you free…
or imprisoned you?
What is Your “Life impact value?”
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The majority of the financial services industry focuses on performance, otherwise known as LIV or Life Impact Value. 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 Life Impact Value. The result of this LIV-centered approach is that our clients are able to live the best lives possible given the money they have.
With LIV, 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. Life Impact Value (LIV) 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 Money/Life 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 Money/Life 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 Money/Life Index and receive your FREE personalized report. You might be surprised by the results!
Life impact Value
FISCALOSOPHY
$Lifeline
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?
Money/Life 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 Money/Life 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.