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May 26, 2010 What is Financial Life Planning Anyway? Something big and important is lacking in the process of getting financial advice today. That’s the basic challenge put forward by practitioners of a new approach to personal finance called Financial Life Planning. Life Planning begins with a notion that will seem either blindingly obvious or trivial at first, namely that financial advisors should first discover their clients’ most essential goals and aspirations before developing financial recommendations. That’s straightforward enough. What’s so different about that? Read more |
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December 26, 2009 Aligning Your Money and Your Goals Few people take time to sit back and think about where their life is headed. A growing number of financial advisors, including the authors of this article published by the Oakland Press, now help their clients with this new approach called “life planning”. Seeking help to align your spending with your goals and values may well be worth the cost. The writers recommend visiting the Kinder Institute of Life Planning, founded by George Kinder, for resources. Read the article. |
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August 25, 2009 In this high-traffic, respected blog, Brett Wilder’s book The Quiet Millionaire is reviewed. The book points out that the wealthiest people are the ones you’d least expect. They’ve built their wealth slowly — and quietly. Wilder begins his book by asking readers to consider what is important to them about both life and money. He urges introspection using George Kinder’s three questions about life planning. Both authors urge readers to look beyond money to find meaning. Read More |
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July 7, 2009 |
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