Financial Life Planning

How to Have Better Conversations About Money

by Trailhead Plan… on Jun 26, 2018

Mindful Money, Financial Life Planning
Money is one of the most difficult topics to discuss with others. This extends from our own internal dialogue around money, which is often largely negative, to the manner in which we converse about financial matters with family, colleagues, and friends. To that end, here are some helpful tips for learning how to communicate about money in a healthy and respectful, yet still assertive manner.

What is Financial Life Planning?

by Trailhead Plan… on Dec 5, 2017

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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