SAMPLES OF TOOLS AND DESCRIPTIONS

The Financial Life Planning Institute is continually developing groundbreaking tools for planners to utilize in their conversations with clients about financial life planning, retirement, wealth management, and more. By clicking on any of the tools listed below, you can learn more and get a sneak preview of what these FLP tools look like.
The New Retirementality Profile
Retirement Risk Profile
Retire On Purpose
Income for Life
Calculating My Life Index (MLI)
Life Transitions Profile
Life Goals Profile
Financial Checkup
Wealth-Care Planning
Fiscalosophy Assessment
Business Life Planning
The Year in Review

 
 

All of our programs and materials can be licensed or customized to meet your unique needs. Whether you are looking for online training for individuals, train-the-trainer, or custom content, we can work with you to develop a solution that helps you achieve
your goals.

For a personal tour of the tools, please
contact Phyllis at: Phyllis@mitchanthony.com.