How Do You Integrate Life Planning and Financial Planning?

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Life plans are based on the client integrating a number of life areas into their plans for a desired future, prioritizing and balancing them with one another. Financial plans also include the integration of a number of financial areas into the plan to efficiently manage your life plan.

Areas integrated into a balanced life plan may include:

  1. Personal Growth
  2. Significant Other/Romance
  3. Friends and Family
  4. Health
  5. Career
  6. Money
  7. Physical Environment
  8. Fun and Recreation

Areas integrated into an efficient financial plan may include:

  1. Investment strategies
  2. Tax planning
  3. Estate planning
  4. Insurance planning
  5. Retirement planning
  6. Education planning
  7. Charitable planning