Services We Offer with The ELP
Self Study || || .|Self Study With One Review Meeting || || .|ELP With Financial Plan || || .|Retirement Lifestyle & Income Planning

Self-Study
Offered ONLY to Corporate Accounts

We offer the ELP as a self-study program. When you complete the ELP Questionnaire on line we will  e-mail your ELP Report (Acrobat Reader) along with a comprehensive Self-Study Guide and a number of accompanying handouts which include:

	Goal-Setting
	Breaking Goal Into Action Plans
	Relationships, Nutrition and Aging
	Five Step Process to Meaningful Second Career and Volunteer Activities
	Readiness Checklist (with Version One only)

Professional Fees: Negotiable

If you need to complete the ELP using a paper format, we can mail you the Questionnaire, and once we receive it back completed, we can prepare and print your ELP report and the other document and mail them back to you.

Professional Fees: Self-Study Fees + $15

Enhanced Lifestyle Planner with One Review Meeting
Offered to Corporate Accounts and Individual Clients

After you have completed the ELP questionnaire, your Certified Enhanced Lifestyle Planner will contact you to set-up a personal or telephone meeting with you to go over your ELP Report and how you can use it to enhance your life and to plan your finances.

After that meeting, you may decide to proceed with the completion/updating of your financial plan and/or you may decide to seek one-on-one life balance or career coaching and you will need to determine with your Enhanced Lifestyle Planner, the professional fees which you can expect to pay.

Professional Fees: Self-Study Fee as appropriate + $100

Enhanced Lifestyle Planner with Financial Plan
Offered to Corporate Accounts and Individual Clients

After you have completed the ELP questionnaire, we will contact you to setup a number of personal or telephone meetings with you to go over the Report and how you can use it to enhance your life and to plan your finances. We will discuss the financial ramifications of the choices you have made and will work with you to develop a financial plan, which takes into account these lifestyle choices.

Professional fees will vary depending on the complexity of the Financial Plan which needs to be developed and the number of meetings required. Professional fees typically range around $500.00 +, depending on the time your financial situation requires.  Self-Study Fee as appropriate.

Retirement Lifestyle and Income Planning Workshop

This workshop is designed for employees that are within ten years of retirement. The employee completes the ELP before the workshop. In the half-day workshop, we first review the process of making lifestyle choices as they relate to retirement cash flow. In the second half of the workshop we focus on retirement and investment planning.

To attend a Retirement Lifestyle and Income Planning Workshop for the general public, call us for details at (330) 727-0444 or (888) 456-4777.

About Your Certified Enhanced Lifestyle Planner

As a Certified Enhanced Lifestyle Planner, I have completed the educational requirements and the certification exam of North American Lifestyle Planning Corporation who are the Publishers of the Enhanced Lifestyle Planner.

To Order:

Corporations who wish to provide this service to their employees can contact Steven Shagrin at one of the above phone numbers or by e-mail.

Individuals who are interested in receiving this service please contact us and we will provide you with your secure user ID and password needed to access the questionnaire.