Intern
Job Description
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:
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Examine a client's current situation and resources
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Help clients set Life goals
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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:
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Establishing a relationship with a Financial Life Planner.
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Gathering data and developing financial and life goals.
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Analyzing and evaluating current Financial Life Plan.
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Review recommendations and potential obstacles.
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Set the course and pivot as life and circumstances change.
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Benchmark progress towards the client's ideal life.