Financial planners often help people how to manage investment or to save for retirement; but rarely do they provide a more comprehensive answer to the question: What do I really want to do with my money? Which could be asking ultimately: What should I do with my money? Taking in consideration all that a person is and what he or she wants in life, the “financial life planner” (a relatively new breed of financial planners) can help find the answers.
This new financial specialty helps people explore personal values and take a life-centered approach to financial planning by allocating resources not only for the future but also for the present-day life goals. This is not an easy task, especially with small-business owners whose life revolves around their business and have to luxury of time or even the desire to discover the things that provide meaning to their life.