Financial Life Management
Your financial life starts here.
Learn about the proprietary tools and practices that we use to help you guide your financial life:

Money Mind®
Learn how you feel about money — and how it affects your financial life.
FIND YOUR MONEY MIND®

Honest Conversations®
Talk about what you want your money to do for you — and define what matters most.
HAVE AN HONEST CONVERSATION

Financial Control Scorecard®
Know your financial standing — anytime, anywhere.
VIEW THE SCORECARD

Priority Action List
See your personal plan of action for a better financial life.
SEE YOUR ACTION LIST

Guidebook
Enjoy a real-world guide to your financial life.
DISCOVER THE GUIDEBOOK

Ideal Life Index™
See how every choice can get you closer to the financial life you want.
TRACK YOUR IDEAL LIFE

GuideCenter®
Stay on track. Stay in touch. Stay in control. Every decision. Every day.
LEARN ABOUT THE GUIDECENTER®
Take control of your financial life.
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