Family PlanningI already know exactly what you’re thinking as you read the title of this piece, “Oh no, not another plan to make my life better! I’m all planned out!” I understand; I really do. The good news is, this type of planning is not another plan, it’s more like a merging of plans; the merging of your finance planning goals with your goals for life.

What is Financial Life Planning®?

Financial Life Planning is a holistic process that puts your interests first and focuses on increasing your sense of financial well-being and life satisfaction. Initially, this process will help you to clarify your values, priorities, circumstances, and aspirations; and then guide you in defining and designing your unique version of the “rich life.” In addition, Financial Life Planning will increase your understanding of the habits and attitudes that will facilitate your financial and life goals and support successful life transitions.

Why Am I Using Financial Life Planning® with My Clients?

Because of the unpredictability of life and the complexity of financial markets, it is important to work with a finance planner who will help you to achieve not just your financial goals – but also your life goals. It is essential to select an advisor who will take the time to truly get to know you and to understand your concerns and your dreams.

I believe it is critical to integrate financial planning and life planning. In order to make the most appropriate financial recommendations, I need to understand each client’s unique set of values, priorities, challenges, and opportunities. Therefore, in addition to traditional discussions of assets and net worth, I ask clients, “What will bring meaning and purpose to your financial life?” If you are disillusioned with the results of “using your life to make money,” you will find the mindset of “using your money to make a life” to be both liberating and compelling.

Today finance planning is not only about investment advice; it is about making investments in your life – financially, emotionally, and spiritually. It is about discovering everything that is important to you, setting goals to meet you wants and needs and helping you get there.

Tamarind Financial Planning is here for you, with individual financial planning strategies and personal investment management techniques to help you set, meet, and exceed your financial – and life – goals.