Using the WHEN-Score we help our client see something different
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TO FIND THIS SUCCESS YOU NEED TO KNOW WHAT FINANCIAL REALITY LOOKS LIKE TO YOU!
We help you find your URSLA =
Unbiased
Resource
Sustainability
Longevity
Age
We do this through the WHEN-Score
What makes the most difference in your cash flow longevity for you?
The WHEN-Score™ determines the age to which an individual's financial resources will last, based on a variety of factors individuals can control in their life.
As a credit score is a way of measuring an individual's creditworthiness without requiring access to their income history or employment status, the WHEN-Score™ formula asks individuals to answer relevant questions about their day-to-day finances and plans for the future. The end result is the URSLA™; the age to which they know with a 90% probability their financial resources will last.
THE STORY OF VIRGINIA AND GREG CASE
DEEPLY IN DEBT and Wanting desperately to retire.