Financial Life Planning®

Financial planning discussions ultimately revolve around the goals and needs of clients. What if clients have goals to be something other than what they are and to do something completely different with their lives? What if their current working situation is literally killing them and they need to make a change? The financial planning dialogue ought to address this quality-of-life issue and, as it may be, preservation-of-life issue in the goals discussion.

George Kinder, in the goals-setting portion of his "Seven Stages of Money Maturity” workshop, distinguishes between having, doing and being. What do you want to have? What do you want to do? What do you want to be? We believe this is a wise distinction, especially as so many Americans have put who they want to be on hold for what they can have. The fact that so many people wish they were doing something else cannot not be good for individuals, the family, the workplace or society as a whole. We can help bring change through a meaningful dialogue around client goals.

More information can be found at the CareWhy intranet resource directory about Financial Life Planning®.

Financial Life Planning® is a registered trademark of MoneyQuotient , Inc and is used with permission.