Overview
This is a longevity planning tool for financial advisors. Clients go through a chat-based assessment that generates a "longevity score" across four life domains (health, wealth, purpose, social), then get recommendations for small behavior changes to improve it over time. For advisors, it acts as a non-threatening add-on that surfaces life changes in a client's world — health shifts, family transitions, retirement — so the advisor can proactively engage rather than being the last to know, without replacing the advisor's core financial advice.
