Network FP Thinktank

Network FP Thinktank is an Online Professional Journal by Network FP wherein we share the articles written by top-class financial advisors and industry thought leaders from across India and world.

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

Sadique Neelgund
May 28, 2012

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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The seven stages of money maturity…At which stage are you & your clients?

Kiran Telang
May 17, 2012

George Kinder’s idea behind the book “Seven Stage of Money Maturity” is that people need to understand their relationship with money to be at peace. In his words ‘Money can be seen as the place where our internal selves engage the external world. If either side-internal or external, self or money is slighted, the whole life suffers’. The author has extensively used literature, Buddhism and the concept of Chakras in developing the seven stages of money maturity. So what exactly are these seven stages? And what stage do you and your clients fall in?

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