ROL Index Assessment

What is Your Return on Life™?

Moving beyond the conventional ROI, our approach with Return on Life™ redefines success. It’s not just about financial gain, but how your wealth truly enriches your life’s journey and resonates with your personal aspirations.

Redefining Wealth: Beyond Numbers to Meaning

Welcome to a new perspective on financial planning where your wealth is more than just a number – it’s a key to unlocking a life of fulfillment and purpose. In a world fixated on Return on Investment (ROI), we introduce you to Return on Life (ROL) – an approach that aligns your financial decisions with your life’s true values and aspirations. Here, we don’t just manage your wealth; we create a holistic plan designed around enhancing every aspect of your life.

Measuring Your Return on Life

The essence of ROL lies in understanding and optimizing three fundamental areas: Well-Being, Progress, and Freedom.


This dimension is about enriching your leisure, health, and relationships. It looks at how your finances bolster your overall life satisfaction, ensuring you enjoy both personal happiness and social contentment.


Here, we evaluate how your financial planning supports your work, residence, achievement, and learning. It’s about moving forward in life with a sense of achievement and growth.


This aspect examines how your financial independence fuels your purpose, autonomy, and security. It’s about using wealth to support your personal values and life goals, ensuring a fulfilling and self-directed life journey.

How Do You Know If You Are Getting a Good ROL?

Assessing your Return on Life involves introspection and honesty about your current financial strategy. Are your investments and savings bringing you closer to your life goals? Does your financial planning allow you to live a life aligned with your values? A good ROL means that your financial decisions are not just growing your wealth but also enriching your life experience and personal growth.

Take the Assessment

Embark on a journey of self-discovery with our ROL assessment. This tool is designed to provide you with a clear picture of how well your financial decisions are serving your life’s purpose. By completing the assessment, you will gain insights into how you can better align your financial resources with your life goals. Contact us to take your first step towards a more meaningful and fulfilling financial future.

Unlock Your Life’s True Value

If you’re ready to delve deeper into your assessment results and explore their implications for your life, reach out to us. We’re here to guide you through understanding and maximizing your Return on Life.

The ROL Index Assessment is provided solely for convenience, educational, and informational purposes only and should not be construed as the receipt of, or a substitute for, personalized individual advice from Portfolio Advisors, Inc. or any other investment professional. The results of this Assessment should not be viewed as the sole determining factor in financial and investment decision-making. Users are encouraged to discuss the results of their Assessment with the investment professional of their choosing.