Traditional financial planning often revolves around intermediating services provided by financial advisers. Holistic financial planning, however, offers a broader and deeper approach. Here, we explore eight features that distinguish holistic financial planning from its traditional counterpart. Authenticity Holistic financial planning begins with a process of self-discovery, often called values-based financial planning. Planners help clients identify … Continue reading 8 Essentials that Differentiate Holistic Financial Planning from Traditional Financial Planning →

In today's rapidly evolving financial planning landscape, there is a clear and growing need for professional financial planners who are not tied to product sales. As market dynamics shift, the need for a dedicated professional body that represents these non-intermediating financial planners has never been more apparent. The Academy of Life Planning (AoLP) is uniquely … Continue reading The Future of Financial Planning: Why the Academy of Life Planning Should Become a Professional Body →

The Chartered Insurance Institute (CII) and the Personal Finance Society (PFS) have long stood as pillars in the world of financial services. Yet, their recent struggles indicate a fundamental misunderstanding of the evolving landscape of financial planning and intermediation. As a Chartered Insurer since 1989 and a Chartered Financial Planner since 2017, I have witnessed … Continue reading Financial Planning is a Profession, Financial Intermediation is an Industry: Why the CII and PFS are in Trouble →

10 Steps to Dispel Overwhelm: Integrating Life Planning into Financial Planning Member Question: There's no doubt that AoLP is leading the way in financial planning, and I’m genuinely excited to be part of it all. But here’s where I struggle: the sheer amount of information and resources can be really overwhelming for me. Maybe it’s … Continue reading 10 Steps to Dispel Overwhelm: Integrating Life Planning into Financial Planning →