Define Your Ideal Life

Is your wealth supporting the life you truly want? Use this checklist to reflect on how well your financial plan aligns with your vision, values, and lifestyle goals.

Download our Ideal Lifestyle Planning Checklist to quickly assess where your wealth is creating clarity, freedom, security, and impact—and where you may want to realign.

Upon downloading the assessment, you’ll immediately receive:

• A guided framework to evaluate your current lifestyle alignment.

• Prompts to define what “ideal” looks like on your terms.

• Next steps to help your wealth support your most meaningful goals.

Start designing a financial plan that supports the lifestyle, flexibility, and impact you care about most—explore what The Better Way™ could look like for you.