Life Planning focuses on the human side of financial planning. In Life Planning we discover a client’s deepest and most profound goals through a mindfulness-based process of structured and non-judgmental inquiry. Then, using a mix of professional and advanced relationship skills, we inspire clients to pursue their aspirations, discuss and resolve obstacles, create a concrete financial plan, and provide ongoing guidance as clients accomplish their objectives.
What others say about the
Registered Life Planner® training
“Twenty years of financial planning experience was merely the prelude…Now REAL planning will begin.”
“Without question this is the most profound experience an advisor can provide their client or can experience themselves. Providing financial planning services without first life planning the client can leave a gaping hole in the client’s life. To truly deliver exceptional planning, one must integrate the client’s deepest life goals with their financial goals and resources.”
“I’ve been in the industry for over 25 years and no training has given me more skills that I can actually use in my day-to-day interactions with clients.”
“The concept of life planning and the EVOKE® model are perhaps the most powerful model I’ve ever seen for financial planning”