Articles by Mitch2018-01-26T17:23:17+00:00

Latest Publications

The Most Important Factor in the Equation

Life-Centered Financial Planning Essentials:  The Most Important Factor in the Equation    The key difference between money-centered and life-centered financial planners is that money-centered financial planners use inferior processes that treat money as if it [...]

Focusing on the Purpose of Your Client’s Money

Life-Centered Financial Planning Essentials: Focusing on the Purpose of Your Client's Money Traditional financial planning has mostly been focused on helping clients make and save more money. But lost in the shuffle is their money’s [...]

The Nexus of Advisor-Client Relationships and Dialogue

Life-Centered Financial Planning Essentials: The Nexus of Advisor-Client Relationships and Dialogue What should the nexus of the advisor-client relationship and dialogue be? Is there a more profound anchoring point aside from the money mechanics—investing, rebalancing, [...]

Stop Clinging to Promises That You Can’t Deliver

Life-Centered Financial Planning Essentials: Stop Clinging to Promises That You Can't Deliver It’s time to stop clinging to the promises that are impossible to deliver consistently over time:  Prognosticating next year’s financial climate.  Executing perfect [...]

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