You Can Plan for Tomorrow….Just Don’t Plan on Tomorrow!

I have been involved in the practice of Tai-Chi for over twenty years.  One of the central tenants of the philosophy is to “go with the flow.”   It has almost become a cliché to use such a phrase, but the reality is that it is a very difficult thing to do.

First, you must . . . → Read More: You Can Plan for Tomorrow….Just Don’t Plan on Tomorrow!

Tool Examiner: Personal Insights about Life Balance

As a Financial Life Planner, an understanding of the nature and influence of values is essential.  Your goal is to learn what is most important to each client and to allow that understanding to guide your interactions, advice, and service.  In addition, you strive to help your clients become more aware of what is most important . . . → Read More: Tool Examiner: Personal Insights about Life Balance

Creating an Effective Introduction Packet for Prospective Clients

Sharing who you are, what you do, and why you do it with prospective clients is an essential step to finding clients who will appreciate your unique approach to financial planning.  As a Financial Life Planning professional, connecting with prospective clients also allows you the opportunity to set yourself apart.  Aside from website messaging, a well . . . → Read More: Creating an Effective Introduction Packet for Prospective Clients

Boomers Choose a New Approach to Life and Money

In terms of adult development theory, life after 50 is typically a pivotal stage when individuals rethink the direction their lives are taking, confront their own mortality, and dare to ask themselves, “Am I really happy?”  However, what distinguishes Baby Boomers from previous generations is that they wear their existential crisis on their sleeves.  Rather than . . . → Read More: Boomers Choose a New Approach to Life and Money

Helping Clients Explore Their Money History

Attitudes and beliefs about money have their roots in value-laden messages picked up along life’s journey.  These money messages are not only clothed in the words of others, but in their behaviors as well.  Family and cultural messages have a profound influence on our money beliefs.  Intellectually we can disagree, but subconsciously the messages can affect . . . → Read More: Helping Clients Explore Their Money History

Helping Clients Achieve Life Goals in the New Year

January often finds us in a goal setting mindset. The fresh start the new year provides and the tradition of creating resolutions urges us to reflect on past goals and think about future desires. This is a great time to help your clients assess (or reassess) their life goals.

In your roles of partner, guide, . . . → Read More: Helping Clients Achieve Life Goals in the New Year

New Thinking about Giving

With the holiday season fast approaching, many of your clients may have charitable giving on their minds.  As a Financial Life Planning professional, it is important to be armed with resources to help clients make giving decisions.  Regardless of how or where they choose to give, most of your clients would like to feel confident their . . . → Read More: New Thinking about Giving

Nurturing Financial Capability

Financial capability is defined as the capacity—based on knowledge, skills, and access—to manage financial resources effectively.  All parents, of course, hope their children will grow up to be financially responsible, savvy, and confident adults.  However, because financial education has rarely been taught at home or in schools, most parents themselves feel ill-equipped to train and guide . . . → Read More: Nurturing Financial Capability

Goals Are Key to Designing a “Rich Life”

Financial Life Planning is a holistic process that will help your clients clarify their values and guide them in defining and designing their unique version of the “rich life.”

Goal setting is an essential component of this process, and a powerful tool for clients to experience what is most important in their lives.  When your clients imagine . . . → Read More: Goals Are Key to Designing a “Rich Life”

Helping Clients to Prepare for Old Age with Meaning & Purpose

It is not uncommon for individuals to avoid thinking about growing old because it conjures up feelings of dread and anxiety as well as images of inactivity, sadness, and decline. The truth is, however, that life can remain rich, satisfying, and meaningful throughout one’s lifespan. Each life stage offers challenges, but incredible rewards as well.

Therefore, it . . . → Read More: Helping Clients to Prepare for Old Age with Meaning & Purpose