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3 Questions that make financial planning meaningful – Answer them now!

Sadique Neelgund
May 28, 2012

Reading Time: 3 minutes Last year at FPA Annual Conference in San Diego we were exposed to Financial Life Planning. We had organized for the Indian Delegation a Life Planning workshop by Lisa Kichenbauer, a Registered Life Planner (RLP) and Financial Planning practitioner. During the course of workshop… she gave us a simple assignment which Life Planners ask their clients to dig out the underlying values, deeper emotions and aspirations of their life.

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