Life Planning: What It Is and How to Integrate It

Financial life planning (aka life planning) is a broad concept with no universally accepted definition. Yet, it’s often associated with George Kinder’s renowned approach, particularly his “three questions” that guide individuals toward meaningful life goals. In this session, you’ll explore the essence of life planning, gaining a clear understanding of its principles and how it can be effectively integrated into your practice. Additionally, you’ll discover practical steps to start incorporating life planning techniques and learn about resources to deepen your expertise in this transformative process.