Well-Being Index

This is the starting point to the Investing You process. This short, scientifically created survey gives you and your client insight into how they feel about their the following domains:

• Fulfillment • Enjoyment • Relationships • Growth • Finance

The Finance section is broken out further by measuring:

• Savings/Debt • Income/Cashflow • Investments • Protection

The results of your client’s personal survey provide a well-spring of opportunities for creating both personal and financial goals.

We track well-being progress by charting current and previous scores, allowing both you and your client to see their progress toward improved well-being.