Financial and Life Planning Resource Directory

Sponsored by

The Association for Integrative Financial and Life Planning

and The Life Planning Network

Directory Home        Lookup by Type        Lookup by Process        Lookup by Subject

Articles Advisers
Advisers: Planning Orientation
	AIFLP Organizing Team, "Toward a richness of life: A White Paper on the advantages of integrating financial and life planning and the need for a professional association to promote it", Integrative Adviser, June 2008 (Vol. 1, No. 1)
		www.aiflp.org/pdfs/IntegrativeAdviserNo0101.pdf White Paper used to establish the Association for Integrative Financial and Life Planning
	Dubofsky, David, and Sussman, Lyle, "Changing Role of the Financial Planner, The, Part 1: From Financial Analytics to Coaching and Life Planning", Journal of Financial Planning, August 2009 (Vol. 22, No. 8)
		Dubofsky and Sussman present the eye-opening results of a survey of 1,374 financial planners about their involvement with coaching and life planning within their practices.
	Jetton, Elizabeth, "Putting the Pieces Together for the Third Age", Aging Well, Summer 2008
		Jetton makes the case for holistic planning, and collaboration between financial planners and other advising professionals.
	MacBean, E. Craig, "Integrative Advising", Integrative Adviser, June 2008 (Vol. 1, No. 1)
		www.aiflp.org/pdfs/IntegrativeAdviserNo0101.pdf Makes the case for an approach to advising clients that spans all seven domains of life and that takes into account future stages of life, up to and including death.
	MacBean, E. Craig, "Are Integrative Advising - and Seeking Integrative Advice - Ethical Imperatives?", Integrative Adviser, October 2008 (Vol. 1, No. 2)
		www.aiflp.org/pdfs/IntegrativeAdviserNo0103.pdf Argues that as a matter of ethical principle or ethical consequence advisors - financial and otherwise - are obliged, even compelled, to take a broader and more integrative approach to advising their clients than their narrow specialty affords
	Maton, Cicily Carson, et al, "Collaborating with a Financial Therapist: The Why, Who, What, and How", Journal of Financial Planning, December 2009 (Vol. 22, No. 12)
		The authors argue strongly for collaboration between financial advisors and financial therapists, and provide very practical advice on how to do this in a beneficial, productive fashion.
	Sussman, Lyle, and Dubofsky, David, "Changing Role of the Financial Planner, The, Part 2: Prescriptions for Coaching and Life Planning", Journal of Financial Planning, September 2009 (Vol. 22, No. 9)
		Sussman and Dubofsky address the personal, professional, and ethical implications of holistic approaches to planning.
	Yanikoski, Charles S., "Conceptual Scheme for Integrative Financial and Life Planning, A", Integrative Adviser, December 2008 (Vol. 1, No. 4)
		http://www.aiflp.org/pdfs/IntegrativeAdviserNo0104.pdf, Free Yanikoski presents an overview of a holistic planning concept for older clients, based on information about their metaphysical stance, their personalities, and the facts and circumstances of their lives.
Advisers: Client selection And management
	Huhges, Bonnie A., "Learning the Lessons in (Not Yet) Serving the Masses", Journal of Financial Planning, January 2010 (Vol. 23, No. 1)
		Hughes writes about the importance of financial planners serving the middle market, not just the wealthy, and outlines what it takes to be successful at it.
Advisers: Communication
	Bachrach, Bill, "People Skills: The Competitive Advantage in Today’s New Economy", Integrative Adviser, September 2009 (Vol. 2, No. 3)
		http://www.aiflp.org/pdfs/IntegrativeAdviserNo0203.pdf, Free Bachrach explains why and how advisors can hone their people skills, in order to be more successful for themselves and their clients.
	Bennett, Bob, "Humble Money Experts Are the Best Money Experts", Integrative Adviser, September 2009 (Vol. 2, No. 3)
		http://www.aiflp.org/pdfs/IntegrativeAdviserNo0203.pdf, Free Bennett argues that we would all be better off if financial writers and advisors would admit their errors and then fix them, rather than try to maintain their creditibilty of ignoring or denying them.
	Clement, Matthew, "Should We Talk About the Weather? The Role of Conversation and Choice in Professional Planning", Integrative Adviser, August 2008 (Vol. 1, No. 2)
		http://www.aiflp.org/pdfs/IntegrativeAdviserNo0102.pdf This article illuminates issues of communication where client/adviser, client/planner, and client/coach relationships have a common bond, and a common challenge
	Van Zutphen, Neal, "Visual Aid for Successful Financial Planning, A: The Happiness Risk / Reward Pyramid", Journal of Financial Planning, January 2010 (Vol. 23, No. 1)
		Van Zutphen combines the work of Abraham Maslow and Elizabeth Kübler-Ross with ideas from Changing for Good by Prochaska, Norcross and DiClemente, to create a visual aid that can help planners unite financial concerns with deeper issues.
Advisers: Best practices
	Armes, David, "Long-Term Approaches to Managing Retirement Healthcare Costs", Journal of Financial Planning, December 2009 (Vol. 22, No. 12)
		Armes explains how advisers can evaluate the various options by estimating the price of excellent insurance, and identifying which coverage options (especially catastrophic protection) are important to a given client.
	Casserly, Julie Murphy, "Understanding Your Clients Financial DNA: Help Your Clients Change How They Feel About Money", Integrative Adviser, December 2008 (Vol. 1, No. 4)
		http://www.aiflp.org/pdfs/IntegrativeAdviserNo0104.pdf Casserly discusses specific issues and techniques dealing with clients' emotional responses to money and finances.
	Cordell, David M., and Langdon, Thomas P., "Academic Research That Is Relevant to Financial Service Professionals", Journal of Financial Service Professionals, 2008
		Cordell and Langdon argue that advisors should be paying attention to academic research that relates to their field.
	Duska, Ronald F., "Who Deserves What?", Journal of Financial Service Professionals, September 2009
		Duska notes that need, equality, and merit are reasons to come to the aid of the “deserving.” But what should prevail when legitimate concerns conflict?
	Keffler, Kristin Wehner, "The Trusted Advisor Paradox - Part II", Integrative Adviser, December 2008 (Vol. 1, No. 4)
		http://www.aiflp.org/pdfs/IntegrativeAdviserNo0104.pdf Part 2 of a two-part essay arguing that professional advisers need to look to their own health in order to best serve their clients.
	Keffler, Kristin Wehner, "The Trusted Advisor Paradox - Part I", Integrative Adviser, October 2008 (Vol. 1, No. 2)
		www.aiflp.org/pdfs/IntegrativeAdviserNo0103.pdf Part 1 of a two-part essay arguing that professional advisers need to look to their own health in order to best serve their clients.
	Lampert, Amy, "How Non-Financial Advisors Can Participate in and Improve Financial Planning", Integrative Adviser, December 2009 (Vol. 2, No. 4)
		http://www.aiflp.org/pdfs/IntegrativeAdviserNo0204.pdf Lampert reviews how life coaches can supplement and improve the financial planning process.
	Leimberg, Stephan R., et al, "Life Settlements: Know When to Hold and Know When to Fold (A Professional Advisor’s Guide to the Life Settlement Decision-Making Process)", Journal of Financial Service Professionals, 2008
		The authors offer a method for analyzing when life settlements are appropriate.
	Olson, Bryan, and Riepe, Mark W., "Improving the Adviser-Client Relation-ship, Part 1", Journal of Financial Planning, December 2009 (Vol. 22, No. 12)
		The authors' 11 recommendations apply only to financial planners, but most of them are worth pondering by any kind of adviser.
	Paskin, Janet, "Financial Planning Gets Personal", SmartMoney, June 2009
		http://www.smartmoney.com/investing/stocks/Financial-Planning-Gets-Personal/, Free Paskin discusses the pros and cons of financial planners trying to dig below the surface to uncover their clients’ feelings, desires, and problems. Using comments from advisers and clients, she indicates mixed results for both parties.
	Yanikoski, Charles S., "Integrated Financial Planning for People Facing Retirement", Integrative Adviser, October 2008 (Vol. 1, No. 2)
		www.aiflp.org/pdfs/IntegrativeAdviserNo0103.pdf, Free Yanikoski argues that current tools for financial planners, especially those serving older clients, are not sufficiently comprehensive, detailed, and integrated.
Advisers: Case studies
	Jensen, Kris, "Ultimate Changing of the Guard, The: Lessons from CEO Succession", Integrative Adviser, August 2008 (Vol. 1, No. 2)
		http://www.aiflp.org/pdfs/IntegrativeAdviserNo0102.pdf The author analyzes some of the key issues surrounding planning in CEO succession both for the CEO and for those left behind.
Advisers: Other / general / not specified
	Mellan, Olivia, "In These Turbulent Times – The Present, Still Tense", Integrative Adviser, December 2009 (Vol. 2, No. 4)
		http://www.aiflp.org/pdfs/IntegrativeAdviserNo0204.pdf Mellan outlines the need and the methods for reducing stress among professional advisers.
	Yanikoski, Charles S., "Planning, Spirituality, and Non-Spirituality", Integrative Adviser, August 2008 (Vol. 1, No. 2)
		http://www.aiflp.org/pdfs/IntegrativeAdviserNo0102.pdf, Free The various meanings of spirituality are explored here, along with their relationship to happiness, and the implications of all of this for planning and for advisers.