The WIN -Score(TM) clarifies:

1. (W) An individual’s emotional intelligence and effectiveness regarding financial decision making.

2.  (I) An individual's current financial situation and an accurate projection of how long their money will last based upon their current financial patterns of behavior.

3.  (N) Strategies to extend the longevity of a client's financial resources, based upon a sophisticated artificial intelligence program that optimizes the risk management power of "Monte Carlo" simulation.

This clarity positions you to consistently and accurately take the steps that best serve you in managing your money and wealth in alignment with your goals, priorities and life objectives.

The WIN -Score takes approximately 30 minutes to complete and will be more accurate if you are prepared with the following information:

1.  An estimate of the monthly income you will want in retirement.
2. The total amount of financial assets you own and how they are split between stock market, bond market and money market investments.
3. How much you are currently saving per month for retirement.
4. How much pension and social security income you expect in retirement.
5. The value of any real estate you own.
6. How much you owe on your real estate.
7. Any long-term care insurance you may own, how much it costs annually, and what it provides in daily benefits.
8. The benefit amount of any life and/or disability insurance coverage you own.
9. Your most recent average income tax rate, (total income tax paid/total income earned which can be found on your federal tax return).

If you would like assistance in preparing for or taking the WIN -Score, call WEALTH STRONG at 877-904-3177 . You will be connected with a Certified Financial Coach who can assist you free of charge.

It is recommended you have the WIN -Score results reviewed with you in two sessions. The 1^st session focuses on the results of the (W) and the (I) with the assistance of a Certified Financial Coach. The 2^nd session focuses on (N) with the assistance of a Registered Investment Advisor. This method of review creates an environment of support that allows clear decision making both emotionally and intellectually. The services of both professionals are included in the $395 purchase price of this tool.

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