The Financial Life Planning Workbook features a number of practice tools designed to enhance the discovery process, improve client/advisor communications, facilitate meaningful client meetings, and guide financial decisions that are appropriate to the circumstances, concerns, hopes, and dreams of the individual client.

The Life Transitions Survey is used in conjunction with the other practice tools and considered the centerpiece of the Financial Life Planning process.

Each item on the survey has a corresponding two-page worksheet that will assist the client in understanding the challenges and opportunities inherent in each life transition. The client’s selections are inputted using our proprietary web-based software. This program compiles the appropriate worksheets into an individualized Life Transitions Workbook complete with customized coversheet.

Special Workshops We Offer Include: 

 

Through Money Quotient, Inc., Planning For Life offers four separate workshops for corporate and public presentations. All are based on the Financial Life Planning philosophy and include a participant workbook. Financial Life Planning Workshop The “Financial Life Planning” workshop introduces the main concepts of Financial Life Planning and allows participants to complete a selection of the Financial Life Planning practice tools in a workshop setting. Money Quotient Workshop The “Money Quotient” workshop consists of a self-assessment that allows participants to "Measure Your M.Q." and an accompanying workbook that teaches participants how to "Raise Your M.Q." Money Quotient is a measure of one’s financial well-being on two scales: financial literacy and emotional intelligence. (Available Spring 2003)   Designing Your Life in Retirement Workshop  "Designing Your Life in Retirement: A Guide to Planning Your Future" is a comprehensive workshop that guides participants in understanding the six elements of a meaningful and successful retirement experience. The titles of this six module program are CHANGE, BALANCE, POTENTIAL, MEANING, WEALTH, and PURPOSE.   No Rules Retirement: New Perspectives for Midlife & Beyond The concept of retirement is undergoing a metamorphosis. Demographic, societal, and workplace trends have all converged to offer a stage of life at midlife and beyond that is much more fluid and flexible than what most of us could have imagined. When planning for retirement, the "old rules" have been thrown out, and individuals are discovery that "no rules" apply. No longer is retirement equated with not working, leisure, and being old. In fact, "retirement" has become a matter of personal definition. The No Rules Retirement workshop is designed to assist participants in planning their lives and exploring their potential at midlife and beyond. (Available Fall 2003)