Create a Financial Life Plan with a Few Simple Questions

July 22, 2013

Prior to becoming a full time financial educator, some of the work that I did with my clients fell into the realm of what is often called financial life planning. Financial life planning gives money more meaning and purpose and helped my clients do more than just focus on typical financial goals such as deciding when to retire, where they plan on living, and how much the expected lifestyle will cost. Rather than simply focus on money and wealth, it helps people decide what is really important in their lives. Continue reading “Create a Financial Life Plan with a Few Simple Questions”