The advisory services that we provide to our clients is based on years of training that I've done in the area of "financial life planning." The graphic I"m sharing here is one of the best depictions I've seen for conveying the depth and breadth of the scope of conversations I have with clients. Financial life planning touches almost all aspects of a person's life, not just their finances. Though certainly financial resources play a key role in our ability to manifest certain parts of our lives.
What is financial life planning
February 14, 2021