Financial Life Planning focuses on the human side of financial planning. In Financial 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.

To develop a solid financial Life plan, it's important to cover all your bases. You will learn how to:

  • Examine a client's current situation and resources

  • Help clients set Life goals

  • Measure client's progress and happiness

From start to finish, you will learn how to take a client through our Financial Life Planning process to help them achieve their ideal lives. That process is:

  1. Establishing a relationship with a Financial Life Planner.

  2. Gathering data and developing financial and life goals.  

  3. Analyzing and evaluating current Financial Life Plan.  

  4. Review recommendations and potential obstacles.

  5. Set the course and pivot as life and circumstances change. 

  6. Benchmark progress towards the client's ideal life.

Modern Wealth XYPN
Modern Wealth CFP

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