CPD Masterclass: The Holistic Financial Planner

Workshop Content: The Holistic Financial Planner
Date: Wednesday, 11th December
Time: 2:00 PM – 4:00 PM

You are invited to a Zoom meeting.
When: Dec 11, 2024 02:00 PM London

Price: FREE. Register in advance for this meeting:

After registering, you will receive a confirmation email containing information about joining the meeting.

Welcome and Overview

Opening Message:
Welcome to The Holistic Financial Planner! Today, we’re diving into a transformative approach to financial planning—one that goes beyond numbers to truly enrich lives. Our focus is on guiding you, as Game Plan Practitioners, to integrate the concept of Kokoro into your work. Together, we’ll explore how aligning financial well-being with mind, body, heart, and spirit can empower your clients to achieve a balanced, fulfilled life.

By the end of this session, you’ll have practical tools and insights to help clients harness the natural rhythms of life, creating sustainable plans that flow effortlessly with their personal journeys.

Session Outline

1. The Kokoro Concept: Aligning Financial Well-being with Life Harmony

What is Kokoro?
Kokoro encapsulates the integration of the mind, body, heart, and spirit, recognising that financial health is only one part of a much larger picture.
Why it Matters:
When clients see their finances as part of a holistic system, they gain clarity, confidence, and purpose. It’s not just about money; it’s about what money enables them to achieve in every aspect of their lives.
Exercise:
Reflect on your personal Kokoro balance. Where do you feel in harmony, and where could you use more focus?

Find Out Your Financial Well-Being with the Kokoro Score:

Unlock a Balanced Life: Take the free Kokoro Life Balance Scorecard! Answer 20 questions, and we’ll send you a personalised report. TAKE THE SCORECARD >

2. The Natural Cycle of Creation and Manifestation

The Four Seasons Philosophy:
- Spring: Planting seeds—setting intentions and exploring possibilities.
- Summer: Growth and action—implementing plans and building momentum.
- Autumn: Harvesting—reaping rewards, reflecting on progress, and making adjustments.
- Winter: Rest and renewal—stepping back to nurture the self and prepare for the next cycle.
Key Message:
Just like the seasons, life has natural rhythms. Clients don’t need to tackle everything at once. Instead, they can focus on what’s most relevant now and trust that the right time for other priorities will come.

3. Practical Applications in Client Work

Balancing Focus Areas:
Help clients identify whether they’re in a season of:
- Practical action (outer work), or
- Nurturing their spirit and relationships (inner work).
Adapting Plans to Natural Rhythms:
Guide clients to adjust their financial strategies to their life’s current season. For example:
- In a “Spring” season, focus on setting clear financial goals.
- In a “Winter” season, prioritise rest, learning, or healing before taking on new challenges.

4. The Law of Rhythm and Opposites

Understanding Rhythm:
Life flows between periods of action and rest, expansion and reflection. Aligning with these cycles prevents burnout and fosters long-term success.
Practical Tip:
Use the law of opposites to bring balance. For instance, if a client is overly focused on achieving material goals, gently guide them toward nurturing emotional or spiritual growth.

Interactive Activities

Seasonal Mapping Exercise:
- Encourage participants to think about where their clients (or themselves) currently sit within the four seasons.
- Discuss strategies tailored to their current season.
Case Study Exploration:
- Review a scenario where a client’s goals are misaligned with their current season.
- Collaborate in small groups to propose adjustments.

Closing and Call to Action

Final Reflection:
“The beauty of holistic financial planning is its power to bring clarity and peace to people’s lives. By respecting life’s natural rhythms, you’re not just helping clients manage their money—you’re helping them build a meaningful, balanced life.”
Action Steps:
- Take these principles into your practice.
- Introduce the seasonal approach in your next client meeting.
- Share your learnings with the community to inspire others.

Thank you for joining!
Together, let’s continue to redefine financial planning for a more balanced, harmonious future.

Book Your Place Now:

The Game Plan Evolution: CPD Masterclass Series: The Holistic Financial PlannerDescription

What’s This Session About? In this final masterclass of 2024, we’ll explore how Game Plan Practitioners can help clients create wealth in all areas of life, inspired by the Kokoro concept. Using the natural cycle of the seasons, rooted in Shinto philosophy, we’ll focus on harmonising mind, body, heart, and spirit with financial well-being. Learn how to: – Apply a seasonal approach to life planning—balancing inward self-focus with outward care for others. – Honour natural rhythms and opposites, creating space for clients to manifest their goals without overwhelm. – Adjust plans to match life’s evolving stages, ensuring a journey as seamless as the changing seasons. Let’s finish the year strong, equipping you with tools to guide your clients towards harmony and purpose in 2025. Register now!