We have discussed the foundation and fundamentals of financial life planning. We’ve laid the framework. Now we can create focus. The financial life planning model is a holistic model. To be truly client-centered is to view the individual in terms […]
This is the second of three posts about financial life planning. The last post introduced the underlying values of the process. It explored asking meaningful questions that leads to an integrated and humanistic approach to planning. It drilled down to […]
Some recent conversations with clients and prospective clients have led me to want to write a series of articles on post pandemic financial life planning. There are some important deviations between financial life planning and financial planning most people are […]