LifeDesign™ Becomes AlignedLife™
You might have noticed a slight change in the relationship offerings at RLS Wealth. For the last couple of years, you have found “LifeDesign” to be the relationship we offered—two versions, one being a one-time life planning engagement and the second involving ongoing coaching.
I made a decision to expand my opportunities to do life planning and shifted the LifeDesign name to a life planning engagement that did NOT include financial planning outside of RLS Wealth; it was during this time that I decided to stop taking on new clients at RLS Wealth—I’d just continue to serve the existing RLS Wealth family and look to do life planning outside of RLS.
But, I eventually realized it would be silly of me not to help clients align their financial plans with their authentic lives. So when it was time to bring life planning back to RLS Wealth and align financial planning with it, I knew I didn’t want to take the LifeDesign name back—that will always be life planning and coaching without financial planning included, but I would need a new name for the RLS Wealth relationship.
AlignedLife.
A ChatGPT inquiry inspired AlignedLife and I knew I had my name.
So, what is AlignedLife?
Like LifeDesign, there are two different AlignedLife relationships: AlignedLife and AlignedLIfe+.
AlignedLife is a one-time life planning engagement following the Kinder Institute for Life Planning’s EVOKE process—with the opportunity to elect financial planning and investment management. Once the life plan has been created and the financial plan is aligned with it, it looks more like a traditional financial planning relationship, meeting 1-2 times a year for reviews. Truthfully, I don’t expect AlignedLife to be around forever.
I’m more excited about AlignedLife+ because of the ongoing coaching.
AlignedLife+ begins the same way as AlignedLife, but the ongoing relationship is much different. Weekly meetings start upon the completion of the EVOKE process to continue as a guide, advisor, and resource as the authentic life continues to be pursued.
I’m excited to continue serving the RLS Wealth family that has been with me for so long and to see AlignedLife+ (and LifeDesign+) grow.
Keep pursuing,
Justin