Financial Life Planning

Alan Moran, Interface Financial Planning LimitedB.Sc. M.Soc.Sc. Cert.Ed. FPFS Chartered Financial Planner FIFP IMC

CERTIFIED FINANCIAL PLANNERCM professional 

Financial Life Planning

• Life Planning is an Experience

• It’s Not about How is the Market Doing

• It’s about How is Your Life Doing

• It’s about Discovering your Dream of Freedom

Dream of Freedom

The Experience• Regaining the Balance in your Life

• Discovering Who you are, and What you Want

• Who is it that you really wanted to Be?

• What is it that you really wanted to Do?

• It’s about getting the chance to “Live Like You were Dying”

Is your life in balance? How well does your wheel roll around?

[From Mindstore Jack Black www.mindstore.com ]

Obstacles

• Stress, Anxiety, Time Pressure

• Feeling Rushed all the Time, “I’m in a hurry to get things done, I rush and rush…..”

• Feeling out of Balance

What Would You Love To Do If You Had More Time?

1.

2.

3.

4.

5.

What Brings You The Most Satisfaction With:

• Your Family

• Your Job

• Nature

• The Arts

Question #1I want you to imagine that you are financially secure, that you have enough money to take care of your needs, now and in the future. The question is:

How would you live your life?Would you change anything?

Let yourself go. Don’t hold back on your dreams. Describe a life that is complete,that is richly yours.

Question #2

This time you visit your doctor who tells you that you have only five to ten years left to live. The good part is you won’t ever feel sick. The bad news is that you will have no notice of the moment of your death.

What will you do in the time you have remaining to live?

Will you change your life and how will you do it?

Question #3

This time your doctor shocks you with thenews that you have only one day left to live.Notice what feelings arise as you confront your very real mortality. Ask yourself: What did I miss? Who did I not get to be? What did I not get to do?

Do you want to get the most out of Your Life?

• You may feel that you can do this on your own, but ..

• How do you keep focused?

• How do you keep your motivation going?

• A Registered Life Planner will hold you to account and keep you on target

Alan Moran, Interface Financial Planning LimitedB.Sc. M.Soc.Sc. Cert.Ed. FPFS Chartered Financial Planner FIFP IMCCERTIFIED FINANCIAL PLANNERCM professional 

Acknowledgements

• The Kinder Institute of Life Planning for the original material www.kinderstitute.com

• Gary Witten, CFP®, ChFC for many of the slides

• Jack Black of Mindstore for “The Wheel of Life” www.mindstore.com

• iStockphoto www.istockphoto.com for some of the illustrations

• Original photography by Alan Moran