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:
   
• 
 FLPonline.net – A comprehensive financial life planning toolkit for understanding the history, principles, transitions, and goals of each client.
• 
 Newretirementality.com – A comprehensive questionnaire and planning tool to help clients map out the rest of their lives using the Retirement Life Profile.
• 
 RetirementRoulette.net – A tool featuring The Retirement Risk Profile, designed to help clients navigate through the longevity, inflation, volatility, and event risks they face.
• 
 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.
   

 



CLICK HERE for more information on the
Retirement Risk Profile.

     

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.