In regards to Lifestyle management, you may be interested in the principals of the 4-way test:
Because you are trusting someone with your future
Because trust is as important as expertise and resources
Because those willing to make a philosophy a part of their core interaction are far more likely to follow it
Because you should ask what people stand for before you interact with them
Roman A. Groch is a Rotarian, and he puts his cards on the table for practices and ethics. So much so, that he has created this site to demonstrate them openly and for all to see.