Founding Member Application · By Invitation

Apply for a founding seat in the Life Transition Load Inventory.

A research-validated instrument for advisors who want to meet clients as whole people, not portfolios. We're selecting a small founding cohort of practitioners to use the LTLI with their clients this year.

Founding rate: $499/month

Reviewed within 48 hours

If accepted

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.

Validation

0.94

S-CVI across 24 subject matter experts, 69 items

0.86

ICC test-retest reliability (43 pairs, 7–21 day window)

93%

Score representativeness rated neutral or better by pilot respondents

The Application

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.

Contact

How we reach you if accepted.

First name

Last name

Work email

Phone

Firm or practice name

Firm website

LinkedIn profile

Your practice

Five questions to understand fit.

1What best describes your practice?

2Approximate AUM (or book of business revenue if coach)

3Roughly what share of your clients are in a major life transition right now?

4How are you currently surfacing non-financial life context with clients?

5If accepted, when would you start using the LTLI with clients?

What would make the LTLI a win for your practice this year?

I agree to the terms & conditions provided The Life Transition Load Inventory (LTLI). By providing my email and phone number, I agree to receive communications such as emails, SMS/text messages, or AI generated calls from the business. I may unsubscribe at any time. Terms · Privacy.

We review every application within 48 hours.

Who built it

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.

After you apply

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.

Ready to apply?

The founding cohort is small by design. If the LTLI fits your practice, we want to hear from you.

Start your application →

Reviewed within 48 hours. No obligation.