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Lifestyle Financial Planning

Coaching Scans

Thought-provoking, Warm-Up

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.

Truer Picture, Conversation Starter

The coaching scan is designed to be used by financial planners, as a starting point for a conversation, as it allows clients to think about things in their own time and space, and respond in a way, that often gives a truer picture of how they feel about their life and lifestyle objectives. 

Couples complete their questionnaires separately via their mobile, tablet or desktop and the software automatically highlights any areas of potential disconnect for the planner to pick up on at their next session. 


Next Steps

Prefer to call the experts?

If you like the idea of designing, mapping and installing automated workflows and processes throughout your business but don’t envy the task of building them, our specialist Gurus can provide tailored personal support to help you configure your system to how your business works.

Whether that is ad-hoc assistance and support to help you with the automation tools or a full design and installation service, we’re here to help.


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