Beginning the Financial Life Planning Conversation

Client led conversations are at the heart of the Financial Life Planning process.  In order to develop a comprehensive financial plan that aligns with your client’s true values and priorities and supports their life goals, you must create an environment that allows for an open and honest dialogue to bloom.

To begin the conversation, start with a . . . → Read More: Beginning the Financial Life Planning Conversation

Asking the Right Questions

“A world of questions is a world of possibility. Questions open our minds, connect us to each other, and shake outmoded paradigms.”  ~Marilee Adams

In Change Your Questions, Change Your Life, author Marilee Adams describes her vision of how individuals, families, institutions, and communities can be transformed by the spirit of inquiry, “Our orientation would shift from . . . → Read More: Asking the Right Questions