What founding members receive
Built for practitioner-client conversations, not self-help. Designed to integrate into your existing review cadence — not replace it.
The 10-minute client assessment
69 weighted prompts across 7 life domains. Your client completes it online; you get a structured advisor report with score band and answers.
Two client coaching sessions monthly
Refer clients to a vetted bench of 6 coaches — Career Transition, Leadership, Wellbeing. You stay in your lane; they get the support.
Multi-client dashboard
Track every client across the seven domains. Use the instrument throughout the year — not just at intake.
HIPAA-compliant storage
Only name and email stored. No financial data, no clinical data. Integration language provided to embed LTLI into your existing review process.
Tell us about your practice
A few questions so we can understand your client base and how the LTLI would fit. Most applications take 6–8 minutes.
Jen Landis-Santos — founder, LTLI
I built the LTLI to give financial planners and coaches a clearer starting point with their clients — not another personality quiz, but a research-informed instrument that surfaces what's actually moving in someone's life across seven domains. Ten minutes for the client, deeper conversations for the practitioner. The LTLI has been validated with 100+ pilot respondents and 24 subject matter experts (S-CVI 0.94, ICC 0.86 test-retest). Designed for advisors who want to show up as more than a numbers person — and for clients who deserve to be seen as more than a portfolio.
What happens next
We read every word
Applications are reviewed within 48 hours. We look for practice fit and client readiness — not credentials.
A 30-minute conversation
If there's mutual fit, we book a call. You'll see the instrument, the report format, and the integration language — peer to peer.
Onboarding in one week
Accepted advisors get account setup, dashboard access, and integration support so the LTLI lives inside your existing review cadence.