Discovery Tool Sample Reports
Please click the links below to download the sample Life Stage Profile, Life Stage Road Map, Talking Points, and Couple's Report. These reports are created after your clients explore their life stages in a 15-20 online questionnaire.
Life Stage Profile
A summary of your clients' priorities and financial worries as they navigate key life stages
A unique value-add for your clients to help guide them through life's challenges
An easy reference to help guide your client discussions, including a summary of financial insights and potential talking points and topics
A convenient summary of how couples agree and differ on top life priorities and worries