I had attended a five day Life Planning program called EVOKE.
Just to jog your memory, Life Planning goes beyond the usual financial planning & seeks to discover those things which are meaningful to you and make your life far more fulfilling than if we only take into account the material considerations. This involves a fair amount of work from our side as well as yours.
Simply put, Life Planning process of Exploration, Visioning & Obstacles are a prequel to the traditional financial planning exercise. This ensures that we are able to address the true heart's desires and make it part of our plan. That would make the life truly worth living & something to look forward to.
George Kinder, one of the key proponents of Life Planning, has this to say -
Life Planning as Financial Planning done right!
That beautifully captures the essence of Life Planning in a few words!
Now that I have completed it, I wanted to give you a roundup of what happened.
Author - Suresh Sadagopan | Founder | www.ladder7.co.in
#SureshSadgopan #FinancialPlanner #FinancialAdvisor #Fiduciary #LifePlanning #FeeOnly #HolisticAdvice #Ladder7
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