Financial Life Planning

Financial Life Planning is a holistic process that puts your interests first and focuses on increasing your sense of financial well-being and life satisfaction. Initially, this process will help you to clarify your values, priorities, circumstances and aspirations and then guide you in defining and designing your unique version of the “rich life.” In addition, Financial Life Planning will increase your understanding of the habits and attitudes that will facilitate the achievement of your financial and life goals.

Why Choose a Financial Life Planning Adviser?

Because of the unpredictability of life and the complexity of financial regulations and markets, it is important to work with a financial adviser who will help you to achieve what really matters to you.  In this respect, it is essential to select an adviser who will take the time to truly get to know you and to understand your concerns and your aspirations.

Rising to this challenge is a small but growing group of life-centred financial professionals who are leading the movement of integrating financial planning and life planning. That means they are dedicated to understanding each client’s unique set of values, priorities, challenges and opportunities in order to make the most appropriate financial recommendations.

Therefore, in addition to traditional discussions of assets and net worth, these trail-blazing advisors are asking their clients, “What will bring meaning and purpose to your financial life?”

If you are among those individuals disillusioned with the results of “using your life to make money”, you will find the opposite mind set of “using your money to make a life” to be both liberating and compelling.