Stepping Stone Advisors

financial life planning is a holistic approach to financial planning that leads with the person, not the money. it may sound obvious that a financial planner should first understand a client's fundamental goals and values before talking about their investments or retirement plans. but the fact is most people have dreams for their lives that are closely guarded and beliefs about money and their own talents that are unexamined. those beliefs often frustrated the most well-intentioned planning process. financial planners are also more comfortable talking about rates or return, estate planning, taxes, and the like. most planners have little exposure to the human side of money. life planners receive advanced training in how to open up a person's deeper aspirations so a financial plan is intimately connected to the life a client most desires. in this process, clients create a much deeper bond with their planner than we usually find. life planning is a the art or human side of financi