lifeplanning.tools
Assessment tools for financial life planners and their clients. Built around the idea that a life worth living has more than one dimension.
Where are you now?
Rate your satisfaction across seven dimensions of a life worth living — Meaning, Physical, Intellectual, Relational, Emotional, Financial, and Time. Used before prospect meetings and annual reviews to start the right conversation.
Open toolWhat matters most?
A deep financial health inventory across seven areas of your financial life — cash flow, protection, legacy, investments, and your relationship with money. Used during client onboarding to set the planning agenda.
Open toolWho do you want to be?
A guided reflection that helps clients think beyond their day-to-day constraints and discover what truly matters to them. Used during onboarding or as preparation for a deeper planning conversation.
Open toolBefore we meet
Four short sections clients complete before their annual review. Covers what changed, what's coming, and what they're most looking forward to. So the meeting itself can be a real conversation.
Open tool