Scott Pulsifer, CFA, CFP®, Financial Life Planner and Managing Partner of Junto Wealth, discusses how we use our ‘Financial Lifeline’ game to help clients prioritize their important life events, large purchases, and hopes and dreams in order to determine if they have enough money to live their ideal life. Most people can’t really answer a big important question like “What is your life plan?”, so at Junto, we’ve developed discovery sessions that break it down into a game. Using cards that list important life events, we have clients lay them out on a game board to create their ideal life plan – a fun and exciting way to plan for their financial future.