I'm Jen — I built the LTLI for advisors who wanted a better starting point.
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. 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.
The 20 minutes, mapped.
No deck. No demo theater. A direct conversation about your book, your review process, and whether the LTLI earns its place in your workflow.
- The client moments where the LTLI surfaces planning opportunities you're currently missing
- What the advisor report actually looks like — sample read-through with a real score band
- How to embed the assessment into your existing intake or annual review without rewriting your process
- HIPAA handling, what PII is stored, and what the platform deliberately doesn't touch
- Whether the included coaching bench (career, leadership, wellbeing) fits the way you currently refer
Validated, not vibes.
The instrument has been through formal content validation and test-retest reliability. The numbers below are from the validation study, not marketing.
This call is most useful if you're already wondering what you're missing.
If your client conversations stay on the spreadsheet by design, the LTLI isn't for you. If you've noticed that the real planning decisions are being driven by something that never makes it onto the agenda — the call is worth twenty minutes.
Scroll up to the calendar. No form before the booking — just choose a slot.