LIFE360
Step 1 of 6

Your Life360 Onboarding Homework

The work that makes
the next call matter.

This is the foundation of everything your Life360 team will build with you. Your honesty here is what allows Melina, Kekoa, Manny, and Tina to show up for your strategy call already knowing you. Take your time. There is no rush.

1
Welcome
2
Financial
3
Emotional
4
Physical
5
Relational
6
P&L + Vision
Step One · Welcome

Tell us who we're building this with.

Let's start with the basics so we know exactly who is on the other side of this submission.

Step 1 of 6
Step Two · Financial Well-Being

Your financial picture.

Financial well-being isn't about how much you make. It's about clarity, control, and knowing your numbers the way a pilot knows their instrument panel. You can't fly blind and expect to land somewhere on purpose. Before we can build a strategy together, we need to see exactly where you are right now. No fluff. No performance. Just the truth.

I've done over 250 flips and 200 multi-family units across four states. None of it started with a deal. It started with knowing my numbers cold. You cannot build real wealth on a shaky foundation. Get the numbers right first. Everything else follows.
Kekoa Lwin · Life360 Chairman and Co-Mentor
A
Where You're Headed
Your goals and the runway you have to reach them

Specific beats vague every time. "Three deals" beats "do more real estate." Don't worry about whether it's realistic yet. We'll figure that out together.

B
Where You Are
The real picture, not the one you show at dinner parties

This stays between you and the team. We're not judging. We're meeting you where you are so we can build from solid ground.

No idea where to startI know exactly what to do

Your financial picture doesn't define you. What you do with it, starting now, does.

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Step Three · Emotional Well-Being

What is actually in the way?

The strategies are not the hard part. The hardest part of wealth building is the person you have to become to hold it. The fears, the beliefs, the patterns you built before you even knew you were building them. That is what stops most people. Not the market. Not the deals. Themselves.

You have a voice inside your head that never stops. Most people don't even notice it. But that voice has been running your life. The first step to changing your results is hearing what you've been telling yourself all along.
Melina Boswell · Life360 Founder
A
Where You Are Today
Not where you want to be. Where you actually are
Struggling significantlyThriving fully

Check every box that's true. Not every box you think you should check. There's a difference.

B
The Patterns You've Been Carrying
The stuff underneath the surface

If you're not sure, think about the thing that keeps happening. The pattern you keep finding yourself inside of. That's usually the one.

Naming the lie out loud is the first step to rewriting it. What have you been carrying?

C
How You Respond When It Gets Hard
Because it will get hard, and we want to know how you handle it

The fact that you're answering these questions honestly is already a form of courage. Keep going.

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Step Four · Physical Well-Being

Your body is your vehicle.

People skip this pillar thinking it's the soft one. It's not. It's the one that holds every other pillar up. You can have the best strategy in the world, the deepest mindset work, the most supportive relationships, and none of it matters if you're running on three hours of sleep and stress hormones. Your body is the vehicle that gets you to everything you want.

Your body is your business partner. It shows up to every deal, every negotiation, every hard conversation. When it's tired, you're tired. When it's strong, you're strong. This isn't about six packs or marathons. It's about giving yourself the energy to actually live the life you're building.
Kekoa Lwin · Life360 Chairman, ISSA Certified Trainer
A
The Honest Assessment
Not the one you'd give your doctor
Needs significant attentionPerforming at my best
B
What's Getting in the Way
Most people already know. They just haven't said it out loud
C
The First Domino
One small thing. Done consistently. That's where transformation starts

Don't promise yourself a six-day-a-week workout plan you'll quit in two weeks. Pick something so small you can't say no to it.

Your body is paying attention. When you start treating it like the asset it is, it starts paying you back.

Step 4 of 6
Step Five · Relational Well-Being

Who is in your corner?

You are the average of the people closest to you. That's not just a cliché, it's a mathematical reality. The people you spend time with shape your thinking, your standards, your results, and who you become. Most people build wealth alongside the same people who kept them broke. Life360 is about looking honestly at your circle and choosing intentionally who walks with you into the next chapter.

Not everyone gets to come with you. That's a hard truth, but it's a true one. The relationships that carry you forward are the ones where love looks like honesty, support looks like accountability, and no one shrinks to make anyone else comfortable.
Melina Boswell · Life360 Founder
A
The State of Your Circle
Connection, support, and who's really in it with you
Feeling isolated or unsupportedDeeply connected and supported

Support doesn't mean cheerleading. It means having people who tell you the truth and still show up.

B
Patterns That Aren't Serving You
The habits that keep showing up, no matter who you're with

If the same dynamic keeps showing up across different relationships, the common denominator is worth looking at.

C
What Better Looks Like
Before we can get there, we have to name it

The people around you aren't accidents. They're invitations. The question is which ones you keep saying yes to, and which ones you're ready to finally say no to.

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Step Six · P&L and the Vision

Your last 12 months by the numbers.
Your next 12 months by design.

This is where the real work begins. Fill in your actual financial picture month by month. Totals calculate automatically as you go. Then paint us the picture of where this is all headed.

!
Why this matters. We do not run strategy calls on assumptions. The team reviews your P&L before your session so every minute of that call is spent on what matters most: your personalized path forward. Enter whole dollar amounts. Leave blank or enter 0 for categories that do not apply.
Total Income (12 mo)
$0
Total Expenses (12 mo)
$0
Net Income (12 mo)
$0
Avg Monthly Net
$0
Line Item Month 1Month 2Month 3 Month 4Month 5Month 6 Month 7Month 8Month 9 Month 10Month 11Month 12 Total
Income
W2 / Salary Income
Business Income
Rental Income
Short-Term Rental Income
Real Estate Deal Profit
Investment / Dividend Income
Other Income
Total Income
Expenses
Housing (Mortgage/Rent)
Property Expenses (Mortgages)
Property Management / Maintenance
Utilities
Insurance
Taxes (Estimated)
Debt Payments (Credit/Loans)
Groceries / Food
Transportation
Healthcare / Insurance
Business Expenses
Education / Memberships
Other Living Expenses
Total Expenses
Net Income

This is the most important question on the whole form. Be specific. Be honest. Paint the picture.

Step 6 of 6
✓

Homework submitted.

Your full onboarding has been sent to Melina and your Life360 team. The team will review your responses and your P&L in detail before your Strategic Planning Call.

What Happens Next

Adriana will personally reach out to schedule your 50-minute Strategic Planning Call.

Your Strategic Planning Call includes the full Life360 team: Melina, Kekoa, Manny, Tina, and Adriana. Because this is a five-person call, we book it manually to find a time that works for everyone. Expect to hear from Adriana within one to two business days. In the meantime, take a deep breath. You just did real work.