Save more than 15%* with this  Financial Planning AND Lifestyle Wheel combo

Demonstrate and record your ongoing value to clients with the powerful Financial Planning scorecard and Lifestyle Wheel combination. 

ScoreMy's Lifestyle Wheel helps Lifestyle Financial Planners to identify areas clients can improve their lifestyle by asking them to rate how they feel about ten key areas of their life.

And our ScoreMy Financial Planning scorecard provides tangible evidence of the positive impact you are having by increasing their personal satisfaction levels, confirming the value you bring.

What you'll get:

✔️  Two scorecards that perfectly complement each other to record increasing satisfaction from clients and demonstrate your positive impact on their lives

✔️ Scorecards that evidence and record increasing satisfaction from clients 

✔️ Secure links to send to clients with secure feedback of results

✔️ Opportunity to embed the ScoreMy scorecard into your website

✔️ Access to Member Portal with ideas to maximise your results

✔️ White-labelled blogs and articles to direct prospects to your question set

✔️ Tips and ideas to maximise your marketing efforts

✔️ Invites to member webinars

✔️ Member tips and forum

Our Refund Policy

This is a no-risk offer. If within 30 days you are not happy for whatever reason with your purchase we will provide a full refund.