Anonymous wrote:
Harrison Curtis wrote:
What is your definition of Life Planning and what does it mean to you?
To me it means the creation of a satisfying and fulfilling vision of life and the discovery of how to achieve that vision.
To me Life Planning embodies one of my favourite Daniel Pink quotes from the World of DaaS podcast: the future of financial advice is at the "intersection of therapist, priest and life coach".
Which is to say, of course, analysis matters. Expertise matters. Those are table stakes - but once that client is in the door - it must be about them.
Their goals. Their family. Their hopes, dreams, fears, aspirations.
If financial planning is bringing the future into today, so that you can make the best decisions now; life planning recognizes the whole human behind those numbers.