Financial planning without any regard for the person's dreams, values, and life they want to live is nothing more than numbers on paper.
A person's dreams, values, and life they want to live without any regard for money is nothing more than a fantasy.
Life planning is simply connecting the client's dreams and values with the strategies of financial planning that create the life of freedom that person has always envisioned.
George Kinder, the father of the life planning movement, joined the show to discuss:
For more information and resources discussed in this episode, visit: www.wiredplanning.com/episode20
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