Good Financial Reads: Lessons in Life Planning

Lessons in Life Planning

Confessions of a Comprehensive Financial Planner

by Meg Bartelt, Flow Financial Planning

I am not the expert.

For the last few (maybe even 10) years, I have let my ego convince me I was. I have worked hard—through a graduate degree, self-study, conferences, and study groups—to develop expertise in all things that will help women in their early to mid careers in tech.

I am not a modest woman. I’m smart. I’m loud. I’m confident.

And in a professional training I attended just two weeks ago, I learned that none of that really matters.

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Financial Planner vs Financial Life Planner: Which One is Right for Me?

by Cristina Livadary, Mana Financial Life Design

Life Planning focuses on the human side of financial planning. In Life Planning we discover a client’s deepest and most profound goals through a mindfulness-based process of structured and non-judgmental inquiry. Then, using a mix of professional and advanced relationship skills, we inspire clients to pursue their aspirations, discuss and resolve obstacles, create a concrete financial plan, and provide ongoing guidance as clients accomplish their objectives.

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Journey to Hana

by Ian Bloom, Open World Financial Planning

Imagine knowing nothing of a career, not even dreaming it would exist, and then standing on its most sacred ground five years later. It’s awe-inspiring. Hana is the epicenter of life planning, brought into existence by George Kinder. 

With the goal of connecting the mental side of money with the meaning that we are looking for in our lives, life planning is an incredible way to work with clients. 

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Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.

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