The majority of the financial services industry focuses on performance, otherwise known as ROI or return on investment. With our clients, we use a much more effective approach called Return on Life™. The result of this ROLTM-centered approach is that our clients are able to live the best lives possible given the money they have.
How do you know if you are getting a good ROLTM?
The ROLTM Index asks you to assess 10 aspects of your life that relate to whether or not you are making progress.
We identify areas where you can use your money more effectively to make things better. And, importantly, celebrate the areas where you've made progress