In this episode of Kitces and Carl. In this episode, Michael Kitces and Carl Richards delve into the art of presenting life planning as a solution for clients’ deeper needs beyond just financial goals. They discuss identifying clients who would benefit from life planning by focusing on those who have achieved financial success but are struggling to find meaning and purpose in the next phase of their lives.
A dentist has never said, “I have a life planning problem.” They have said, “I feel really chained to the chair. I kind of feel trapped.” And you can say, “We can help you plan for that. That’s the type of conversation we have.”
Check out Kitces and Carl talking about financial life planning.