LICENSING
The Financial Life Planning Institute has a number of scalable and customizable online tools available for both individual and institutional licensing. These sites include: |
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FLPonline.net – A comprehensive financial life planning toolkit for understanding the history, principles, transitions, and goals of each client. |
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Newretirementality.com – A comprehensive questionnaire and planning tool to help clients map out the rest of their lives using the Retirement Life Profile. |
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RetirementRoulette.net – A tool featuring The Retirement Risk Profile, designed to help clients navigate through the longevity, inflation, volatility, and event risks they face. |
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MetoWe.net – A tool designed to help advisors communicate more effectively with their clients by better understanding their Personality DNA using the TEAM Dynamics profile. |
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Individuals should contact Phyllis Barnidge at Phyllis@mitchanthony.com or 507.292.0020 for a tour of any of these sites as well as quotes for individual licensing and coaching.
Institutional inquiries should be directed to Mitch Anthony at Mitch@mitchanthony.com or by calling 507.282.2723. |
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