Give clients the structure to reflect before financial planning begins

LifeWise Masterplan™ transforms your most time-consuming meetings into your most productive ones. Clients arrive with deep clarity about their values, priorities, and life vision, so you can focus on financial strategy.

The Hidden Cost of Unclear Clients

The Reality:

Average advisor spends 3-4 meetings just uncovering what clients actually want
67% of clients can't articulate their real financial priorities beyond "retirement"
You're doing work that a structured process could handle

What if clients arrived to Meeting #1 already knowing:

Their shared vision for the next 10 years
Which goals matter most (and which don't)
How they want to create a personal and financial legacy
What success and retirement looks like to them...in detail

That's what LifeWise delivers.

You invite the discovery.

They name what matters.

You both get results.

Step 1: Purchase Access
Purchase access licenses for the number of households you expect to serve. Each license covers one household, individual or couple.

Step 2: Send the Invitation
We’ll send you enrollment codes and a ready-to-use email template to invite your clients.

Step 3: Get Results

We handle the tracking, reminders, and updates—so you stay in the loop. Most clients finish in 45–90 minutes across six quick modules.

Step 4: Review and Prepare

You’ll receive their completed LifeWise Map before your next meeting, plus a short advisor module to help you put it to work right away.

Advisor Pricing

Advisor Pricing Table

Package	Your Cost	Savings
Full Price (1 Household)	$400	0%	Details / Buy Now
Bundle of 5	$1,900	5%	Details / Buy Now
Bundle of 10	$3,600	10%	Details / Buy Now
Bundle of 20	$6,800	15%	Details / Buy Now
Bundles of 20+	Inquire for pricing	Custom	Inquire

Use Cases:

Premium onboarding tool – Include in comprehensive planning packages
Standalone clarity sessions – Offer as $750 pre-planning service
Couple alignment sessions – Perfect for relationship-focused advisors
Annual planning refresh – Help existing clients recommit to their vision

What Advisors and Their Clients Are Saying

"LifeWise eliminated the guesswork. My clients arrive knowing what they want their money to do for them. I've cut my discovery process time in half and yet I have an even better idea of my clients' goals."

Sue C.

Financial Advisor, CFP

Portland, OR

"LifeWise pays for itself with the first client. The time savings alone are worth 2x what I pay for it."

Andy S.

Advisor and CFA
Denver, CO

"We really enjoyed the LifeWise Masterplan. Facing new phases of life can be intimidating and having tools to help you think through new ideas and aspirations, particularly with your spouse/partner is incredibly valuable!

It definitely opened communication and sparked new goals we could pursue together."

M & C Halls

Clients
Des Moines, IA

"Using the 10-year horizon, we realized our kids will both graduate from high school AND college.

It made us stop and think about our current plans differently, and we've made some adjustments in our lives and with our wealth advisor."

J & C Powers

Clients
Denver, CO

Elevate Your Practice

Stop spending meetings figuring out what clients want.

Start with clients who arrive clear, aligned, and ready to plan.

For Your Practice:

Cut discovery time by 60%
Skip to the answers for "what do you want?"
Increase plan adoption
Clients own their vision, so they follow through
Command premium fees
Deliver transformational planning
Scale more efficiently
Onboard more clients without burning out

For Your Clients:

Arrive prepared and confident
No more deer-in-headlights moments
Couples alignment before the meeting
End awkward money arguments
Clear priorities
Know what to say "no" to (and why)
Emotional clarity
Understand the "why" behind every dollar

FAQs

Q: How long does it take clients to complete?

A: About 45-90 minutes total, spread across 6 modules they can complete at their own pace.

Q: Can I use LifeWise with couples?

A: Yes. They share one login and are guided through how to complete both individual and shared planning.

Q: Can I see their responses?

A: Yes. They send their LifeWise Map directly to you before your next meeting.

Q: Can I brand it for my firm?

A: White-labeling is coming. For now, you can present it as a high-touch, premium tool you offer.

Q: What if they don't complete it?

A: Our completion rate is 87%. The modules are updated as we analyze the effectiveness of nudges and identify content updates to continuously increase completions. However, once a client has created an account, a household access pass is used and may not be refunded. Your clients have up to 6 months to complete the program before they are removed from the system without refund.

Q: How do I position this to clients?

A: We provide scripts and the email invitation in an advisor-only module that also covers how to use the LifeWise masterplan and guides to ask clarifying questions for the financial aspects of their goals and/or life direction.

Have a question not answered here? Email cindy@interwovenly.com

Start With Ready Clients,

Not a Blank Slate

Want to discuss what’s right for your firm?
Schedule a quick discovery call.