Segues is an interactive digital financial planning tool that helps your clients visualize and plan for their life transitions and goals.
The tool and our related training and marketing support help you differentiate and grow your practice.
Let us introduce you to our Segues which is an interactive, digital tool that you can use to monitor your client’s situation and plan for future transitions. There are over 60 built-in transitions to cover with your clients in the areas of Family, Work, Health, Retirement, Financial, and Giving. Each transition has its own questions and “Things to Think About” information sheet. It is completely customizable, so you can build your own categories and transitions that are perfect for your niche. The $Lifeline is how you can shift your client conversations from return on investment to Return on Life.