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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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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The Power of Appreciation in Money & Life

In the world of personal finance, “appreciation” has two important components: In the quantitative realm, appreciation refers to the increasing value of financial assets. In the qualitative realm, appreciation refers to feelings of gratitude for one’s financial resources and circumstances. Of course, both elements are extremely important, but it is actually the more qualitative “appreciative […]

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