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Financial Lifeline

"Our goal is to help our clients use their financial resources to live the best life possible."

The third exercise is our Financial Lifeline. 

The ROL Index helps you to answer the question: "Are you managing your money in a way that improves your life?" Believe it or not, not everyone does – in fact many people do not.

The ROL Index asks you to assess 10 aspects of your life that relate to whether or not you are making progress. We identify areas where you can use your money more effectively to make things better. And, importantly, celebrate the areas where you've made progress.

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