What is ROL? – Patrick Reid – Quad Cities Financial Advisor

What is ROL?

What is ROL?

Return On Life Difference

We believe that our industry needs to be fixed. Everyone talks about how much money you need to retire and asks, “do you have enough?” At Plan2Thrive we believe the more important question is “Are you managing your money in a way that allows you to live the best life possible now and in retirement”?

Let me ask you a question. “Does earning 1% less or more than the market impact how you live your life?” Of course not. Yet, the majority of our industry focuses on performance otherwise known as return on investment.

With our clients, we use a much more effective approach called Return on Life. The result of using a ROL-centered approach is with the goal that our clients are able to live the best life possible given the money they have.

With ROL, you don’t give up the best of life or the best parts of yourself just to get money. The money is there to serve you, not vice versa. Instead of focusing on someone else’s definition of success, you will write your own. ROL puts quality before quantity by managing your assets in a way that improves your life and provides stability and confidence.

A plan designed with ROL as its foundation is designed to answer THREE BIG QUESTIONS;

1. How did I arrive at my perspectives on money? 
2. Am I managing my money in a way that is improving my life?
3. Am I financially prepared for life’s big transitions?