Financial Life Planning
Mitch Anthony introduces advisors’ clients to the concepts discussed in his breakthrough book, Your Clients for Life.
For the advisor’s client, financial life planning means going beyond the typical financial planning discussion to include the exploration of life issues relating to money. Participants will learn how to use their money to make a life rather than use their lives to make money. They will learn how to work with their advisors to identify life transitions, goals, and money principles. Participants will learn how to align their financial decisions with their life goals.
The program will provide an overview of the Financial Life Planning process including:
Asking the Big Questions
• |
Is money a means to an end, or an end in itself? |
• |
Is money for life, or is life for money? |
• |
What is the most important piece when you are putting together the jigsaw puzzle of life? |
Defining Financial Life Planning
• |
The six facets of traditional financial planning. |
• |
Shortfalls of a purely quantitative approach. |
• |
The added dimension of Financial Life Planning - life at the center. |
• |
How to work with a financial advisor to design a financial plan tailored to you as an individual. |
For bookings, contact Mitch Anthony at 507-282-2723 or Mitch@Mitchanthony.com. |
