Traditionally, financial planners have tended to treat ”money,” not people, as their clients. They have historically offered products and services aimed at accumulating, protecting and passing on monetary wealth. Yet, for many people, their life means a lot more to them then just bank balances and spreadsheet projections. They long to engage in conversations that allow them to see their finances and their futures in new ways that allow for living a richer and more fulfilling life.
Over the years as a financial planner, I have seen many people slave-away at jobs they don’t like, working diligently to save and invest their hard-earned money, only to retire and say: “Now What?” I always felt that there must be a better way to do financial planning. Through my work with the Kinder Institute, I have found that better way. It is called “Financial Life Planning” and is about much more than just deciding how to save for retirement.
Imagine what it would be like to work with an advisor that put “you,” not your money first. Someone who first and foremost made sure they understood your deepest aspirations so all your earning power and assets could be harnessed to help you achieve your unique vision of financial and personal freedom. That’s what Financial Life Planning is all about.
Why should you create a Financial Life Plan?
- Because there is power in planning. When plans are carefully thought through and written out, they have a much better chance of coming true.
- Because a life plan can help you to align your deepest values, beliefs and goals with your earning power and financial resources so that you can live your dream.
- Because by combining an honest, heartfelt life planning process with proven investment strategies, you are more likely to get where you want to go.
Financial Life Planning is by far the most powerful and comprehensive way to do financial planning, as it focuses on your truest and most meaningful goals from the outset and clears away the money excuses that cause so many well-intentioned traditional financial plans to fail.
As a Registered Life Planner, I am committed to supporting the greater vision of how wealth can be used to bring more fulfillment and personal satisfaction to your life and the people and causes you care about.
To find out more about how to create a Financial Life Plan, please click here.