The result of this ROL-centered approach is that our clients can work towards living their best lives possible with the money they have.
 
With ROL, you don’t give up the things that make life enjoyable or compromise the best version of yourself to accumulate money. We believe money is a tool that, when used wisely, can expand your sense of independence and well-being. We’re here to help you write your definition of success, rather than dictating what that should mean to you.

ROL puts the focus on what is vital for you to accomplish using what research has identified as the ten dimensions of wellness.

Well-Being

Refers to leisure, health, and relationships. 

Progress

Refers to your work, residence, achievement, and learning.

Freedom

Refers to your purpose, autonomy, and security.

ROL puts the focus on what is vital for you to accomplish using what research has identified as the ten dimensions of wellness.

Well-Being

Refers to leisure, health, and relationships. 

Progress

Refers to your work, residence, achievement, and learning.

Freedom

Refers to your purpose, autonomy, and security.

How do you know if you are getting a good ROL?

You may know how much money you have in the bank or the size of your portfolio, but do you know your Return on Life? The ROL Index is a tool that asks you to assess these ten aspects of your life, and together we can regularly evaluate your progress. In our review meetings with clients, we discuss how things are going and identify areas where you can use your money more effectively to make things better. Most importantly, we celebrate the areas where you’ve made progress!

We invite you to take a few minutes to complete the ROL Index to receive your personalized report. By completing the index, you’ll have a good sense for how satisfied you are with your life and your finances.