LIfe transitions load inventory (LTLI)
Most conversations start with the presenting issue. LTLI starts with the whole person.
Change rarely arrives in only one area of life.
The LTLI looks across seven domains to help clients see how transitions accumulate and connect — often making sense of things that felt disconnected.
For professionals, it provides the context for more efficient and meaningful conversations.
For clients, it helps create awareness about the complexities they are holding in life.
What people are saying:
“I can’t tell you how much it means that my advisor offers this service.
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“It makes you stop and consider how many areas of life we just brush off.
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“It correctly characterized my situation and got me thinking about what I should do.
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Advisors
Takes financial planning to the next level
Enhances client relationship
Unique offering that creates client stickiness
Support to refer out so you don’t have to “play therapist”
Coaches
Faster, deeper intake
Validates your client’s complexity
Differentiates you from other coaches
Helps track change over time