Tag Archives: financial life planning

Changing the Conversation From Money to Vision™

By Joan Sharp, CFP®, RLP®, CeFT™, CAP®, MSFS In my work at River Family Advisors, I refer to myself as a Family Advisor rather than a financial planner. Every person is part of a family; this is where money stories … Continue reading

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The Fourth Question

By Adam Wells Each time I think about Life Planning and how it’s helped me, I can’t help but smile. The dictionary definition of the verb evoke means to bring a feeling, memory, or picture into the mind.  ‘the smells, sounds and … Continue reading

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Integrated Life Planning

The small man builds cages for everyone he knows. While the sage, who has to duck his head when the moon is low, keeps dropping keys all night long for the beautiful rowdy prisoners.                         Hafiz Written by Miriam Whiteley … Continue reading

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Life Planning Success Stories

by Randy Gardner  4/19 Yesterday, I awoke in a funk, wondering how I could come up with a second case in less than a month. I had lots of work to do getting ready for upcoming presentations and, thankfully, only … Continue reading

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Life Planning Part 2: Just a Few Years Left

Take the time to reflect on what you would like to do or be to live life to its fullest. Continue reading

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Why smart people do foolish things with money

Why do smart people do foolish things with money? Continue reading

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What is Financial Life Planning, anyway?

A breakthrough approach to creating financial plans that integrate money and your most exciting and meaningful life goals. Continue reading

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