Page 5 - Financial Life Inspection™ Demo - 03.2025
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The Financial Life Inspection®
Deep analysis into 10 areas of your financial life
100 checkpoint analysis, comparing your current situation
to your goals
Concise, actionable recommendations in the areas of opportunity
in your plan
Fiduciary management and implementation of
each recommendation
Regular in-depth progress check-ins and accountability partner
100
50
0
Month 1 Month 2 Month 3
