In the following pages, you'll be introduced to the 3 assessments that make up the Financial Life Quotient. There is no pass or fail, this is merely a matter of understanding where you are when it comes to your relationship to a Great Financial Life, a life that is whole, complete and performing.
The first is your Financial Life Intentionality, what's your financial focus or where are you going? The second, your Financial Life Preparedness, your level or degree of financial organization. The third is the Financial Life Response-Ability, the way in which you respond when a financial crisis occurs and how it affects you.
Take the assessments at your own pace to measure a dimension of your financial well-being which provides insight into your financial direction, stability and awareness. These assessments lead to a dashboard of your current state and identify any gaps that need to be addressed in your Great Financial Life.
When complete, you'll have a good idea of whether you are living life by default or by design. Start the courageous conversation with a Legacy Financial Life Professional about helping you live your Great Financial Life.
[All information collected is used for statistical data gathering for the sole purpose of evolving the Financial Life Professional package and offering to better serve our members. Any information collected is not distributed or sold to any third party companies or individuals and protected by Privacy laws, Financial Life Professional and LEGACY Council of Canada Inc.]