Life Planning: Is There More To This Than Just Money

A few years ago, I attended a one week immersion into something called life planning.  Think of this as someone delving into the issues and values closest to your heart, someone listening not just for what you are saying but what you at your core are intending, and then helping you examine how your life might better reflect who you are.

Not everyone we serve is interested in this.  In fact, only a few clients ask us for help in this way.  While we add small elements of this for most people, more extensive life planning is a very personal exercise.  This being said, the results of working through this exercise can often be dramatic.

If this piques your curiosity, you may wish to give us a call and set a time to visit with us.  We can explain the process in greater depth.  Once you understand what’s involved and have a chance to think about it for a while, you may well decide to move forward.

During my one week immersion, we were each partnered with another financial planner.  We each created a life plan for the other and mine has helped me ever since.

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