Financial Life Planning
Financial Life Planning is a holistic approach to financial planning that leads with the person, not the money. It may sound obvious that a financial planner should first understand a client’s fundamental goals and values before talking about their investments or retirement plans.
The fact is most people have dreams for their lives that are closely guarded and beliefs about money and their own talents that are unexamined.
Those beliefs often frustrate the most well intentioned planning process. Financial planners are also more comfortable talking about rates of return, estate planning, and technical stuff with little exposure to the human side of money.
Financial Life Planners receive advanced training in how to open up a person’s deeper aspirations so a financial plan is intimately connected to the life a client most desires.
