What if you could actually see how complete your financial life is—not just how your investments are performing?In this episode of the iWealth Podcast, Brad Connors and Mega Matt break down one of iWealth’s most practical planning tools: the Lifetime Plan Score. This score is part of the FDC Plan on Purpose system and gives clients a clear, visual way to track progress across their entire financial picture—not just account balances.Brad explains how the Lifetime Plan Score works like a real-world report card. It looks at things many people put off or forget altogether: beneficiary reviews, wills, powers of attorney, healthcare directives, tax planning, Social Security decisions, and long-term planning conversations that take years—not minutes—to work through.Rather than chasing quick fixes or one-time checklists, the score shows steady progress over time. As planning items are reviewed, updated, and revisited, the score moves. And because life changes, the score is designed to evolve—reminding clients that good planning is ongoing, not something you “finish.”This episode is especially helpful if you’ve ever wondered:“How do I know if my plan is actually complete?”“Who’s checking the details I don’t think about every day?”“What happens if something unexpected occurs?”If you want a clearer view of where you stand—and where gaps may still exist—this conversation will give you a helpful framework for thinking beyond investments and toward a more intentional, well-coordinated plan.#iWealth #FinancialPlanning #PlanOnPurpose #LifetimePlanScore #HolisticPlanning #WealthEducation