The Coaching Scan is a questionnaire, designed to get your client’s thinking about the more human aspects of their life planning. These are a great way of warming them up for their financial planning sessions and highlighting any strong feelings in particular areas. 

The online questionnaire can be completed at their leisure, via the Client Portal, and asks a series of thought-provoking questions about what they feel is important to them in their lives, and just as importantly, those areas they don’t view as a priority.