Financial and Life Planning Resource Directory
Sponsored by
The Association for Integrative Financial and Life Planning
and The Life Planning Network
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Planning/advice
Planning/advice: Integrated financial & life planning
Association for Integrative Financial and Life Planning (AIFLP)
Active in: USA, Australia, South Africa
69 Lancaster County Rd., Harvard, MA 01451
Telephone:978-456-7971
Fax:978-456-7972
csy@StillRiverRetire.com
http://www.AIFLP.org
Association for financial advisors, life coaches, and others interested or involved in these processes. Our mission is to promote the integration of financial and non-financial planning, especially (but not exclusively) for older clients. We distribute The Integrative Adviser bimonthly.
Siegel, Ellen R., President, Ellen R. Siegel & Associates, Inc.
Designations: CFP,ChFC, CLU
Active in: FL
7344 SW 48 Street, Suite 301, Miami, FL 33155
Telephone:305-665-2130
Fax:305-665-3504
ellen@siegelplanners.com
http://www.siegelplanners.com
We are advisors primarily. to baby boomer women who have come into a sum of money that needs to last them the rest of their life. We work with them to build the most appropriate portfolio, identify the most realistic spending plan, and identify the dreams they have for the second half of life.
Life Planning Network
Active in: USA
info@lifeplanningnetwork.org
http://www.lifeplanningnetwork.org/
LPN is a community of professionals from diverse fields who share a commitment to providing a broad spectrum of Life Planning services and resources for the Third Age, embodying the energy and power inherent in collective expertise, collaboration, learning and leadership.
Mellan, Olivia, Money Harmony
Active in: DC, VA, MD, USA
Available for speaking
Telephone:202-483-2660 Ext 4
moneyharmony@cs.com
http://www.moneyharmony.com/
Olivia Mellan is a speaker, psychotherapist, money coach and business consultant. She conducts teleclasses for advisors, coaches, counselors and psychotherapists on money psychology; and facilitates 3-day retreats with generations of heirs on maximizing communication and legacy.
Planning/advice: Financial planning
van Dyk, Gavin, Authorised Financial Services Provider, Fiscal Private Client Services (Pty) Ltd
Designations: B.Com (Hons), CFP
Active in: South Africa
9 Bishoplea Road, Claremont, Cape Town, South Africa
Telephone:021-671-3175
Fax:021-671-8133
gavin.vandyk@fiscal.co.za
Fiscal provides financial planning followed by investment implementation services. We help clients be clearer about what really matters and what resources are available to them. We have a tradition of long term relationships with our clients, providing practical ideas and suitable investments.
Planning/advice: Investments and wealth management
Shreder, Ray J., CIO, Shreder Investment Consulting Group L.L.C.
Designations: RFC,CRC,AIF
Active in: USA
Available for speaking
116 Eagleview Ct., Henderson, NV 89074-0657
Telephone:702 898-4683
ray@sicg.net
http://www.sicg.net
SICG is a low cost, independent, fee-based wealthcare firm that offers financial planning, investment management and wealth preservation solutions for investors planning for retirement, or currently retired, specializing in constructing and managing investment income programs.
Planning/advice: Career counseling
Sullivan, Mino, President & CEO, Career Success Coaching
Designations: CRC,CEC
Active in: MA
55 Chilton Street, Suite 3, Cambridge, MA 02138
Telephone:617-945-2335
coachmino@comcast.net
http://www.careersuccesscoaching.com
Mino is a Certified Executive Coach, a Certified Retirement Coach, a 2young 2retire Facilitator and has trained at a variety of specialized coaching institutes. She welcomes your inquiry and invites you to contact her for an exploratory telephone consultation free of charge.
Liebhaber, Gail
Designations: M.Ed.
Active in: MA
Telephone:781-861-9949
gail@yourcareerdirection.com
http://www.yourcareerdirection.com
Gail coaches individuals through career transitions with effective and empowering results, counseling them in life/work planning, job search strategies and work enhancement. Within organizations, she advises on leadership development, team building, career management and life/work balance.
Planning/advice: Life coaching
Sasiela, Lora, Financial Wellness Coaching
Designations: LCSW, BCD
Active in: NY, USA, International
Available for speaking
80 East Elevenh St., Suite 636, New York, NY 10003
Telephone:917-673-3867
lora@financialwellnesscoaching.com
http://www.FinancialWellnessCoaching.com
Provides money coaching by creating a safe, productive environment to become more conscious and comfortable around money issues. Clients can develop a healthier, more prosperous relationship with money. Areas of focus include money anxiety, under-earning, overspending/debting, and sudden wealth.
Hayes, Kit Harrington, Principal, Orchestrating Life & Work Transformation with People Over 50
Active in: MA
Telephone:781-648-0373
kithayes5@gmail.com
Works with 'Third Age' clients to help orchestrate changes that will strengthen the meaningulness of their life and work.
Planning/advice: Psychotherapy
Gresham, Mary, Financial Psychologist
Designations: PhD
Active in: GA
Available for speaking
2801 Buford Highway, Suite 260, Atlanta, GA 30329
Telephone:404-320-6510
mg@doctorgresham.com
http://www.doctorgresham.com
Clinical psychologist who consults with planners, families and individuals on money issues and behaviors, with a special interest in women and money.
Planning/advice: Other / general / not specified
Creative Discovery Corps
Active in: DC,MD,VA
10225 Montgomery Avenue, Kensington, MD 20895
Telephone:202-895-0230
http://www.gwumc.edu/cahh/discover/index.htm
Promotes and supports the need for sharing the life stories and special creative talents of older adults.
Discovering What's Next
Active in: MA
330 Homer Street, Newton, MA 02459
Telephone:617-796-1419
info@discoveringwhatsnext.com
http://www.discoveringwhatsnext.org/
DWN helps midlife and older adults negotiate the transition we experience as we approach and journey through retirement, drawing on the expertise of volunteers and peers in the community to share knowledge, networks, and advice across a broad range of issues.
Experience Corps
Active in: USA
2120 L Street, NW, Suite 610, Washington, DC 20037
Telephone:202-478-6190
Fax:202-478-6162
info@experiencecorps.org
http://www.experiencecorps.org/index.cfm
Experience Corps engages people over 55 in meeting their communities' greatest challenges. Experience Corps members tutor and mentor in cities across the U.S. providing literacy coaching, homework help, consistent role models and committed, caring attention.
Family Caregiver Alliance
Active in: USA
180 Montgomery St, Ste 1100, San Francisco, CA 94104
Telephone:415-434-3388 or 800-445-8106
info@caregiver.org
http://www.caregiver.org/caregiver/jsp/home.jsp
FCA is a 'one-stop shopping center for caregivers', and has developed a wide array of services and publications based on caregiver needs and offers programs at local, state, and national levels.
North Carolina Center for Creative Retirement
Active in: NC
Reuter Center, CPO # 5000, The University of North Carolina at Asheville, One University Heights, Asheville NC 28804-8516
Telephone:828-251-6140
ncccr@unca.edu
http://www.unca.edu/ncccr/index.htm
NCCCR has the threefold purpose of promoting lifelong learning, leadership, and community service opportunities for retirement-aged individuals. Besides serving the greater Asheville area, NCCCR collaborates with organizations in North Carolina and across the country.