Helping Clients to Prepare for Old Age with Meaning & Purpose

It is not uncommon for individuals to avoid thinking about growing old because it conjures up feelings of dread and anxiety as well as images of inactivity, sadness, and decline.  The truth is, however, that life can remain rich, satisfying, and meaningful throughout one’s lifespan.  Each life stage offers challenges, but incredible rewards as well.  […]

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The Benefits of Buying Time

Most adults are increasingly experiencing a time crunch.  The result is mounting stress and compromised health and vitality.  And yet, despite their best efforts, many individuals express frustration about not being able to bring tasks to completion or having enough time to focus on what or who is most important to them. Scientists have even coined […]

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Reframe Your Goal Setting Process for Client Success & Satisfaction in 2019

Goals are targets—something to aim for.  They give life direction and a sense of purpose.  In addition, a structured goal setting process provides a framework for anticipating, planning, and preparing for the future.  Despite these important benefits, many individuals are reluctant to set goals. Often this is because goal setting has been ineffective for them […]

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Money Messages & Money Mentors

Your clients’ attitudes and beliefs about money have their roots in value-laden messages they have picked up along life’s journey.  These money messages were not only clothed in the words of others, but in the behaviors they observed as well.  To discover the roots of current financial feelings and behaviors, it is important for them […]

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When SMART Goals Are Not Always Wise

Many of us have been taught about setting goals through the use of the SMART acronym.  The theory is that in order to be successful in our pursuits, our goals must be: Specific  Measurable  Attainable  Realistic  Tangible  However, for most financial planning clients, this goal setting template is rigid and uninspiring.  It puts the concept […]

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Helping Clients to Move from “Change” to “Transition”

Life is a continuum—an accumulation of experiences that makes us who we are and influences how we view ourselves and the world around us. As we review these experiences, we realize that our lives have been permeated with change, and the same is also true for our financial planning clients!  In fact, as ironic as it may seem, […]

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Purpose Drives Financial and Life Planning

Do your clients desire to be rich? The word “rich” can be defined as possessing great material wealth, and it can also be defined as that which is abundant, meaningful, and significant. Therefore, what kind of wealth do your clients desire the most? Do they want to experience a life of riches or a rich […]

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Values-Based Financial and Life Planning

The strongest foundation for the financial plans you create will always be your clients’ heightened awareness of the nature, influence, and importance of their values.  Therefore, in your discovery and data gathering activities, it is essential that you engage your clients in a process of thoughtful reflection to help them identify and clarify what is truly […]

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Boomers and the Meaning of Life

In terms of adult development theory, turning 50 is typically a time in life when individuals rethink the direction their lives are taking, confront their own mortality, and dare to ask themselves, “Am I really happy?”   However, what distinguishes Baby Boomers from previous generations is that they wear their mid-life angst on their sleeves. […]

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