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| www.aiflp.org/pdfs/IntegrativeAdviserNo0101.pdf
White Paper used to establish the Association for Integrative Financial and Life Planning |
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| http://jag.sagepub.com/cgi/content/abstract/29/3/371
The authors studied the close relationships between older patients and their hairdressers, which the authors say point toward the potential inclusion of stylists in community gatekeeper programs that provide an important link between in-formal and formal helping networks. |
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| Association for Integrative Financial and Life Planning, Bi-Monthly, Free
http://www.aiflp.org/AIFLP_publications.htm
A journal to help define and develop what integrative, holistic planning is and how it can work, to promote its adoption, and to advocate for issues that will support clients receiving such advice |
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| 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. |
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| Duska asks: Aside from encouraging your client to plan, is there more you should do? As a professional advisor, should concern for a client go past the concern for the financial interest? What sorts of questions should one ask? What sort of help should one give? |
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| http://www.aiflp.org/pdfs/IntegrativeAdviserNo0303.pdf, Free
Gallagher highlights the importance of integrative life planning, especially for people in the second half of life, and discusses the ways in which the Life Planning Network supports the movement of advisors, coaches, and counselors in this direction. |
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| Garmaise employs a new measure of financial well-being — the subjective assessment of financial security and stability — and provides specific recommendations for how patterns in financial well-being can be deployed to frame financial advice |
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| Jetton makes the case for holistic planning, and collaboration between financial planners and other advising professionals. |
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| TIAA-CREF Institute, August 2009, Free
http://www.tiaa-crefinstitute.org/pdf/research/trends_issues/ti_financialplanning0809a.pdf
Jetton describes the scope, importance, methods, and success measurement of holistic planning, urging traditional financial planners to step up to this kind of approach. |
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| http://www.aiflp.org/pdfs/IntegrativeAdviserNo0403.pdf, Free
Laura discusses two business models that advisers are using to raise awareness about non-financial retirement issues and what they are doing to generate new business. |
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| 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. |
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| 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 |
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| 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. |
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| http://www.aiflp.org/pdfs/IntegrativeAdviserNo0302.pdf, Free
Describes why 'well-being' is an ideal organizing concept for holistic planning, and describes a specific approach to implementing that concept. |
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| Sussman and Dubofsky address the personal, professional, and ethical implications of holistic approaches to planning. |
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| 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. |
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| Still River Retirement Planning Software, Inc., August 2009, Free
http://www.stillriverretire.com/Downloads/IntegrativePlanning_paper.pdf
Yanikoski argues that integrative planning is inevitably in our future, and outlines how it might work. |
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| 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 |
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| http://psycnet.apa.org/journals/psp/100/3/
Forgas reports that people in a good mood are more likely to open up, while those in a bad mood tend to disclose information only to the extent that their conversational partners do so. |
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| The Kastens argue that high risk aversion in pre-retirees and retirees is linked to declines in cognitive abilities, and that new ways of discussing and presenting information, as well as a true fiduciary relationship, are needed in serving this age group. |
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| 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. |
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| Walker encourages the use of social media and other modes of conversation to ex-change ideas that go beyond the num-bers |
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| http://ageing.oxfordjournals.org/content/40/3/388.extract
Conducting their research in England, the authors found benefits in integrating medical assessments with those from social service agencies, but they raise the question of whether these benefits are worth the additional cost. |
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| http://www.AIFLP.org/AIFLP-LPN_Integrative_Advising_Model.htm, Free
Provides instructions and tools for establishing collaborations among professional advisers to deliver integrative (or holistic) planning to clients. |
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| Cordell and Langdon argue that advisors should be paying attention to academic research that relates to their field. |
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| http://www.aiflp.org/pdfs/IntegrativeAdviserNo0401.pdf
Reviews the past, present, and future of life planning, by itself and in conjunction with financial planning, in the U.S. |
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| 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? |
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| AdvisorPress, 2010, $34.95
http://www.amazon.com/Business-Life-Michael-F-Kay/dp/1603530215/ref=sr_1_1?ie=UTF8&qid=1301762277&sr=8-1
An excellent step-by-step guide to building a Financial Life Planning practice. |
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| http://www.aiflp.org/pdfs/IntegrativeAdviserNo0402.pdf, Free
In this excerpt from The Business of Life, Kay explains how advisors can position themselves to move their practices from traditional financial planning to financial life planning, once they have decided to do so. |
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| Active in: USA
1220 L Street NW, Suite 901, Washington, DC 20005
Telephone:202-842-1275
Fax:202-842-1150
http://www.geron.org/
A professional society to promote scientific study of aging in both the biomedical and behavioral/social sciences. |
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| Active in: USA
556 Wormwood Hill Rd., Mansfield Center, CT 06250
Telephone:860-487-9180
success@retirementoptions.com
http://65.75.50.167/
Offers a 10-session certification course featuring exclusive assessment tools and research-based training. |