Let me show you the tools of Holistic Financial Planning and apply them to a Financial Intermediary as a client. The Master Framework is called the GAME Plan; Goals and Actions Means Execution. There are planning frameworks within the framework. For simplicity, we joined the conversation at M for Means. Here, we have the adviser's … Continue reading Happy Financial Advisers: Optimal Asset Strategies for Retiring From Regulated
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Beyond Wealth: Embracing Self-Transcendence in Financial Planning
In the realm of financial planning, the concept of self-transcendence offers a transformative perspective, extending beyond the traditional focus on wealth accumulation to encompass a holistic view of well-being. This article explores the importance of self-transcendence in financial planning, drawing upon empirical evidence and theoretical insights. Self-Transcendence: A Brief Overview Self-transcendence represents the highest level … Continue reading Beyond Wealth: Embracing Self-Transcendence in Financial Planning
Academy of Life Planning 