The Life Transition Load Inventory (LTLI)
For financial planners

The next client meeting starts from the whole person, not the spreadsheet.

A 10-minute assessment surfaces what's actually moving in your client's life, caregiving load, health shifts, identity changes, across seven domains. You walk into the review already knowing what to ask.

A 7-minute walkthrough  ·  What the LTLI is, how clients take it, and what shows up in the report

Apply for the Founding Member tier

10-minute assessment. Built for the practitioner-client conversation, not a personality test.

0.94
S-CVI across 24 subject matter experts
0.86
ICC test-retest reliability (43 pairs)
7
Life domains, 69 weighted prompts
10 min
Client completion time, on their own