LifeWise Exit

The LifeWise Snapshot

The exit is approaching. Are YOU ready?

You've prepared financially, legally, and operationally. The LifeWise Snapshot is a free, structured look at the readiness almost nobody plans: yours. Twenty minutes of focused questions, a personal snapshot you keep, and a complimentary 30-minute conversation with Cindy Jennings to unpack what it shows.

Take your free Snapshot Prefer to talk first? Book a free 30-minute conversation.

What it measures

Identity Clarity

How well you know yourself.

Energy Direction

Where your focus, time, and energy will serve you post-career.

Relationship Readiness

Your alignment with the people closest to you.

Life Architecture

How formed your picture of what's next is.

Decision Clarity

Your personal criteria for a successful transition.

Transition Readiness

Your honest relationship with the timing.

What you get

A clear picture of where you stand, and a conversation about what it means

The diagnostic

Around twenty questions, built to get past the surface. It adapts to where you are: planning an exit, scaling back, or already out. About twenty minutes of honest thinking.

Your personal profile

Your profile type, your score across all six dimensions, your headline finding, and three questions that help you improve your readiness. Yours to keep and share.

A free 30-minute conversation

One to one with Cindy Jennings. This is where your snapshot becomes a conversation about your specific situation, what life post-exit could look like, and whether a full engagement is the right next step.

A decision you can trust

By the end of the conversation you'll know whether a full engagement is your kind of work or whether you're complete. Either answer is a good outcome.

How it works

Three steps, one clear answer

Take the diagnostic

Set aside twenty quiet minutes. The questions ask for honesty, not preparation.

See your profile

Your results are ready the moment you finish: profile type, six dimension scores, and your headline finding.

Talk it through with Cindy

Thirty minutes to walk through what your snapshot shows, where you're strong, and where the work is.

What this leads to

A free first step, not a small one

The Snapshot and the conversation that follows cost nothing. If a full LifeWise Exit engagement is the right next step, that conversation is where it starts. If the Snapshot gives you what you need for now, that's a complete piece of work in its own right.

Financial planning prepares your money. LifeWise prepares you.

The Snapshot

This free diagnostic and conversation. It shows you where you are right now.

The Blueprint

Your plan and the tools for life after your exit. It's what the full 1:1 engagement delivers.

The Method

The proven, structured process that builds clarity and direction through a major life transition.

Who it's for

Wherever you are in the transition

Planning to sell or retire

The deal team is handling the transaction. The Snapshot handles the question they can't: whether you're ready for what comes after.

Scaling back

You're stepping away in stages. The Snapshot shows you what's filling the space, and what should be.

Already exited

The deal closed or the last day came. The Snapshot shows you what got built since, and what still needs building.

Common questions

Before you start

Do I have to be close to an exit?

The Snapshot works at any distance from the transition. The diagnostic adapts to whether you're planning, scaling back, or already out, and the conversation meets you at your stage. The earlier you see the picture, the more time you have to act on it.

Is this for business owners or executives?

Both. The six dimensions are about you, your identity, your energy, your relationships, so they apply whether you're selling a company or stepping away from a career.

What happens after the conversation?

You leave with your snapshot, a clear read on your strongest gap, and three questions that help you improve your readiness. If a full LifeWise Exit engagement is the right next step, that will be clear by the end of the conversation. If it's a matter of timing, the snapshot keeps its value until you're ready.

How is the Snapshot different from LifeWise Exit?

The Snapshot is a free starting point: twenty minutes of questions and a personal readiness read across six dimensions. LifeWise Exit is the full 1:1 engagement, sustained guidance through the entire transition. The Snapshot and the conversation that follows help you decide whether that full engagement is the right next step.

Will my spouse or partner see the results?

That's your call, and it's often the most valuable thing you can do with them. Relationship Readiness is one of the six dimensions for a reason: the strongest transitions are the ones the people closest to you are part of.

Know where you stand before you plan what's next.

One conversation will tell you whether this is your kind of work. The Snapshot will tell you where to start it.

Take your free Snapshot Prefer to talk first? Book a free 30-minute conversation or email cindy@lifewiseexit.com