Life & Financial Planning - What is Financial Life Planning Anyway?
No mention of Financial planning is complete without a reference to Life Planning. Ever really wondered what they are? Well, if you really want to know here is the answer...
- Figuring out what money represents to your client
- Foreseeing life events and transitions, and prepping up for the transitions
- Assisting clients in the process of establishing financial goals that firms up their life goals
Did you know that Financial Life Planning process includes Life transitions, Balance & Meaning in their lives, Strong need of self direction, Active Listening, To engage adults in understanding a product, service or process and their relevancy or direct application to their lives ?
Financial Life Planning is all about transition thinking than transaction thinking.
News Source : Economic Times
No comments:
Post a Comment