Making Dreams for Retirement Come True
Published April 12, 2017
by Michael Fairweather
George Kinder’s approach to life planning is based on the premise that advisers should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals. We call it life planning because what’s really important isn’t the client’s money, but their life.
Here’s a real life example of life planning in action below.