Are you getting the best life possible with the money you have?
Most people in financial services focus almost exclusively on return on investment (how much do you have and how much did it earn?) While we attend to the ROI concern, our first focus is on a more important matter, RETURN ON LIFE which asks, “are you getting the best life possible with the money you have?” Our goal is to help you make wise decisions in ALL money matters and to see the benefits of those decisions in your life.
Fiscalosophy
This profile helps us to understand you and your situation in two ways. One, we want to know your philosophy on eight key money matters and how you arrived at those perspectives. Two, we want to know where you’re comfortable and where you’re not comfortable in your financial situation.
ROL INDEX
This profile is a self-reflective exercise that helps you to see how ten different aspects of your life are impacted by the financial decisions you make. Our goal is to help you get the best life possible with the money you have. The results of this profile will help us understand where to focus first.
It consists of 20 questions that are grouped into three categories: Well-Being, Progress, and Freedom.
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.
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!
$ LIFELINE
One really important aspect that is often overlooked in the planning process is the impact of big transitions in your life on your financial well-being. Every passage of life has an effect on our finances and we want to be proactive, prepare ahead of the transitions, so that we don’t have financial issues when the life change arrives. We believe it’s better to prepare than to repair.
Return on Life and our system integrate to allow us to see your Fiscalosophy & Return on Life Index as we build your portfolio allocations, review your holdings on our regular schedule, and when we meet for your reviews.
Return on Life is an independent third-party service provider and is not affiliated with Raymond James