The Financial Life Planning Institute has a number of scalable and customizable online tools available for both individual and institutional licensing. These sites include:

• – A comprehensive subscription-based online financial life planning toolkit for understanding the history, principles, transitions, and goals of each client. Subscription includes unlimited access to MetoWe (see below) and NewRetirementality.
• – A tool featuring The Retirement Risk Profile, designed to help clients navigate through the longevity, inflation, volatility, and event risks they face.
• – A tool designed to help advisors communicate more effectively with their clients by better understanding their Personality DNA using the TEAM Dynamics profile.


Preview and information on the Retirement Risk Profile.


Individuals interested in a personal tour of the tools as well as quotes for individual licensing, should contact Mitch at


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