Is Your Money Being Used To Improve Your Life?

Life centered planning represents a philosophical shift in how we work with our clients. In addition to helping you make smart decisions with your money, we focus on helping you live the best life possible, with the money you have, based on your values and goals:


  • What is most important to you?
  • What challenges and opportunities are you currently facing?
  • What are your preferences and behavioral constraints?
  • What key transitions are looming on the horizon?
Personalized Financial Planning

One of the most important benefits of life centered financial planning is simply forcing you to think about what matters most in your life. The process of defining goals, estimating savings needs, and then weighing tradeoffs to meet future goals transforms investments from a simple number into a tool that makes your life better.

It’s not just about having enough money.

It’s about what you want your money to do for you and those you care about.

In this Podcast Paul talks with author and radio host Mitch Anthony about the concept of Return On Life (ROL)

The right financial plan for you is the one that allows you to live the best life you can.

Let us provide the expertise to help you live the best life possible.

*Copyright 2017, ROL Advisor LLC, All rights reserved