Partner Resource & Service Overview

THE OPPORTUNITY

The human foundation behind every great financial plan.

Financial plans are only as strong as the human clarity behind them. When clients haven’t articulated their values, purpose, and vision, financial strategies can feel disconnected from what truly matters to them. Life Charter Studio fills this gap — not as a competitor to financial planning, but as a powerful complement.

“My approach moves beyond the traditional resume or financial plan. We focus on values, energy, and strengths to build a foundation grounded in the now and prepared for what’s next.”— Life Charter Studio | Core Philosophy

What This Partnership Addresses

THE CHALLENGE: Clients often approach financial planning without clarity on their values, purpose, or vision for what’s next — creating plans that feel technically sound but personally hollow.	THE SOLUTION: Life Charter Studio facilitates a structured discovery process that gives clients — and their financial planners — the human context needed to build a plan that truly fits.
THE GAP: Standard fact-finding captures what clients have. Our process uncovers who they are, what energizes them, and where they want to go — information no financial tool can provide.	THE RESULT: Financial planners receive a planner-ready summary from every engagement — a human brief that informs every financial conversation that follows.

SERVICE OFFERINGS

Two tracks. Designed to fit your client journey and you.

Whether you’re onboarding a new client or preparing for an annual review, Life Charter Studio has a service that integrates naturally into your existing workflow. Each engagement produces a concise, planner-ready deliverable for your client file.

Tracks below are CUSTOMIZABLE to your business.

TRACK A | Discovery Phase Services or Add-on for Review Phase Services

Values & Vision Clarity Session or Signature Impact Session	$350–$500
A 60-90 minute facilitated session that surfaces the values and vision underlying your client’s financial goals. Delivered virtually or in-person. Ideal for new client onboarding, couples in pre-retirement, and career pivots. For Signature or Legacy Impact Session, review values if already identified in previous interactions.	DELIVERABLE: Values Inventory Summary + Vision Statement with Guiding Principles OR DELIVERABLE: Signature or Legacy Impact Statement with underlying values, gifts, and vision for impact on others in family, work, or community with guiding principles

Strengths & Energy Assessment	$275–$400
A self-guided assessment followed by a 60-minute debrief. Identifies what energizes vs. depletes your client — critical for income strategy, work longevity, and lifestyle spending assumptions.	DELIVERABLE: Energy Map + Gifts / Strengths Profile Summary

Signature Life Charter — Full Engagement	$1,200–$1,800
The complete discovery experience. Three to four facilitated sessions over four to six weeks, producing your client’s personal compass document. Ideal for comprehensive onboarding, retirement transition, and legacy planning.	DELIVERABLE: Complete Signature Life Charter: values, vision, strengths, purpose, aspirations and life design priorities with deeper self-understanding and commitment to be true to the content and intention for the future. Also includes Personal Board of Directors.

TRACK B | Annual Review Phase Services

Life & Career Checkpoint Session	$200–$300/yr
A 60-minute facilitated Life Design session to capture what has stayed true to the original life charter documents changed, what remains true, and what is emerging in your client’s life — completed before the annual review so you arrive with richer context.	DELIVERABLE: Written Checkpoint Summary to anchor the review agenda

Purpose & Legacy Refresh	$350–$500
A 90-minute facilitated session focused on evolving purpose and legacy. Essential for clients approaching or in retirement, or following a major life event. Informs estate, gifting, and philanthropic conversations.	DELIVERABLE: Updated Legacy Statement + 12-Month Life Design Priorities

Transition Readiness Assessment	$600–$900
A two-session engagement assessing the emotional, identity, and purpose readiness for retirement or career change — the non-financial side of transition planning that complements your financial readiness analysis.	DELIVERABLE: Transition Readiness Report

PARTNERSHIP MODELS

Three ways to work together.

From a simple referral arrangement to a fully integrated practice partnership — choose the model that fits your practice today, with room to grow as the relationship deepens.

MODEL 1: Referral Partnership – The simplest starting point

✦ You refer clients; Life Charter Studio handles scheduling, delivery, and billing

✦ No administrative burden on your office

✦ You receive a concise planner-ready summary for every client

✦ Ideal for solo advisors or planners exploring the model

10–15% referral fee paid to you on service revenue

MODEL 2: Bundled Practice Package – Present to clients as part of your value proposition

✦ Wholesale pricing — bundle Life Charter services into your client offering

✦ Discovery packages from $275 per client (wholesale)

✦ Annual review add-ons from $150 per client (wholesale)

✦ You set the price; Life Charter Studio delivers behind the scenes

✦ Ideal for established practices ready to differentiate

Contact us for to discuss wholesale pricing in light of your vision

MODEL 3: Integrated Practice Partnership – For established advisory firms

✦ Dedicated capacity: up to 20 client engagements per quarter

✦ Co-branded Life Charter materials with your firm’s identity

✦ Quarterly strategy call with firm leadership

✦ Staff orientation session on life design philosophy

✦ Custom intake process aligned to your client journey

Annual retainer starting at $12,000/year (based on firm size and volume)

HOW IT WORKS

From referral to deliverable — a simple, structured process.

Life Charter Studio is designed to integrate with minimal friction into your existing client workflow. You stay in control of the client relationship; we handle the facilitation and deliver the brief.

01: You Refer or Bundle -Introduce the service at discovery or as a review add-on. We handle everything from there.

02: Client Engages With Us –
We facilitate the sessions virtually or in-person, outside your client meetings.

03: We Deliver a Summary –
You receive a planner-ready brief — structured and concise, ready for your client file.

04: You Deepen the Plan –
Use the human context to build more resonant strategies and strengthen the relationship.

WHY IT MATTERS

What this partnership does for your practice.

Deepen Client Discovery: Uncover the values and vision behind financial goals so you’re building a plan that fits the whole person, not just the portfolio.	Differentiate Your Practice: Offer a signature service that sets you apart as a values-aligned, whole-person advisor in an increasingly competitive marketplace.
Strengthen Retention: Clients who feel truly understood stay. Our process builds the kind of connection that drives loyalty and meaningful referrals.	Support Life Transitions: Retirement, career change, business exit — our services address the human side of transitions your clients face at every stage.
Inform Legacy Planning: Clarify purpose and values so estate, gifting, and philanthropic conversations are anchored in what genuinely matters to the client.	Get Planner-Ready Briefs: Every engagement produces a structured document for your client file — not open-ended notes, but a concise and usable summary.

LET’S CONNECT

Ready to bring life design into your practice?

Start with a conversation. We’ll explore which partnership model fits your client base and walk through what integration could look like for your practice. No commitment required.

Schedule a Discovery Call or Request the Partnership Overview
Email: lifecharterstudio@gmail.com. Website: www.LifeCharterStudio.com

Life Charter Studio

Life & Career Designing