Our Philosophy:
Aligning life & wealth®

Planning should be about more than investment returns. Along with coordinated planning and investment management, we steer clients toward Aligning Life & Wealth®.

The Alignment Index™

Through our Alignment Index™, we quantify not just investment gains, but gains in the categories of life that actually create lasting happiness and a Life Beyond The Numbers™.

Discover your Alignment Index™ Score

Take a moment to understand how you feel about the most important areas of life today.

How would you describe the way you feel about your family relationships?

On a scale of 1 to 7, how satisfied do you currently feel about the quality of your family relationships?

1/8 Answered questions
Family
Impact
Home
Education
Work
Security
Health
Leisure
0%
25%
50%
75%
100%
You are

0% aligned

Your score suggests you’re struggling to get things aligned. The good news? You have the power to make positive changes, boost your score, and start living a life by design. Start small. First, focus on an area you think most affects your well-being.

Your score is not at the top of the charts when it comes to aligning your money with these areas of life. But you’ve just taken the first step toward progress by setting a baseline. Don’t focus on the things that led you to this point. Start to focus on building new strategies to improve.

Your score suggests you have some room to improve. Don’t be discouraged. You’ve just taken the first step toward progress by setting a baseline. After recognizing the areas where you need improvement, you can focus on building new strategies to start living a life by design.

You’re not quite halfway to perfectly aligning life & wealth. Although you’re frustrated with several areas of life, we think you’re well on your way toward making dramatic improvements. Start to think about the specific reasons you feel dissatisfied in each category. Then you can focus on building new strategies to improve.

You just scored higher than most people when it comes to satisfaction in these areas of life. You should be proud, but don’t quit now. You still have some room for improvement. Stay focused on making positive changes to get you even closer to aligning life & wealth.

So you’re right in the middle, which is sometimes the hardest place to start. You know you have room to improve, but things might not feel dire enough to get you motivated to make a change. We think it’s worth the effort. And just think, you’re halfway to perfectly aligning life & wealth.

Although you have plenty of room to grow, you’re well on your way toward aligning life & wealth. You’ve just taken the first and most difficult step in starting the conversation. Keep up the momentum and start thinking about new strategies that might help you improve the categories where you scored lowest.

Wow! You’ve clearly done a great job in living a life by design while keeping up with life’s demands. While you definitely have a head start, don’t forget that you can still find room to improve. You’re just a few points away from perfectly aligning life & wealth.

Congratulations! You clearly do a great job of making time for the important things while also prioritizing each of these areas of your life. You’ve come close to perfectly aligning life & wealth. Remember to not rest on your laurels. Stay focused and keep living your life by design.

Would you like to define your path toward aligning life & wealth?

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