Key Points

Have you built your life plan?

Does your life plan need to be updated?

Have you built your financial health plan?

Does your financial health plan need to be updated?

Are you managing your financial health smart?

Given your financial plan, are you living your best life?

References

Key Concepts

Have you built your life plan?

Does your life plan need to be updated?

Have you built your financial health plan?

Does your financial health plan need to be updated?

Are you managing your financial health smart?

Given your financial plan, are you living your best life?

What are your goals for living ?

What is not working now?

What does work now?

What do you need to change in your life to be happier?

What do you want to change in your life to be happier?

Potential Value Opportunities

Potential Challenges

Candidate Solutions

Step-by-step guide for Example

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Recommended Next Steps

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