What is Financial Life Planning?

A few weeks ago, I had a meeting with a couple who had just become new clients and we were engaged in the first step of the financial life planning process. Prior to this meeting, I ask my clients to do some prep work which involves meditating on and answering a set of questions that help us get clear on what the client values as well as what they aspire to or what fulfillment looks like.

When I first handout the questions, I can tell that many individuals look at them with skepticism.

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