What is the Enhanced Lifestyle Planner?

The Enhanced Lifestyle Planner is an Internet-generated report/working document, which helps you and your spouse/companion determine your key lifestyle choices for now and for your future years. Clarifying these choices is an important step towards:

1.	Achieving these goals
2.	Planning your finances accordingly
3.	Enriching your life by beginning the integration of some of these lifestyle choices immediately into your lives.

Key components of the Enhanced Lifestyle Planner report include:

Introduction   Questions to consider   Hours at work or of new free time   What you enjoy about your job and your personal life   Your feelings about yourself   Attitude and self-motivation   Lifestyle considerations   Second career path thoughts   Volunteer activity considerations Living environment and location Exercising Relationships and friendships Hobbies and interests Travel Special life events Conclusion

There are two different versions of the Enhanced Lifestyle Planner.

Version One is used for pre-retirement planning (40+ and not retired)

Version Two is used for life-balance (all ages including retirees)

How Does it Work?

You and/or your spouse/companion can either complete a questionnaire directly on line or you can complete a paper version of the questionnaire, which we can mail you. It takes approximately between 20 and 30 minutes to complete the questionnaire.

After you have completed the ELP Questionnaire, and unless you have selected the self-study option, we will set up a meeting with you in person or on the telephone to review and discuss the content of the ELP report with you. All reports and ensuing discussions with us are held strictly confidential.

If you are interested in completing an ELP Questionnaire, please check Services We Offer with the ELP to determine which service you want with the ELP.