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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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| 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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| Cordell and Langdon argue that advisors should be paying attention to academic research that relates to their field. |
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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 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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| 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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| 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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| 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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| 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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| 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://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.tiaa-crefinstitute.org/pdf/research/trends_issues/ti_nearretirees0210a.pdf, Free
This study is of employees in higher education and deals with financial issues primarily, but it finds that older employees are more likely to both seek and implement advice. |
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| http://www.aiflp.org/pdfs/IntegrativeAdviserNo0302.pdf, Free
Yanikoski forecasts the progress expected in the development and growth of Integrative Advising over a five- and ten-year timeframe. |
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| 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. |
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| Active in: USA
1615 L Street, NW Suite 700, Washington, DC 20036
Telephone:202-419-4300
Fax:202-419-4349
http://pewresearch.org/
The Pew Research Center is a nonpartisan 'fact tank' that provides information on the issues, attitudes and trends shaping America and the world. It does not take positions on policy issues. |
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| Active in: USA, International
1875 Connecticut Avenue, NW, Suite 520, Washington, DC 20009-5728
Telephone:800-877-9881
Fax:202-328-3937
popref@prb.org
http://www.prb.org/
The Population Reference Bureau informs people around the world about population, health, and the environment, and empowers them to use that information to advance the well-being of current and future generations. |
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| Active in: USA
3916 Rosemary Street, Chevy Chase, MD 20815
Telephone:301.656.3405
Fax:301-656-6221
morganr@spry.org
SPRY carries out applied research and education programs designed to enable people to age with purpose, and to continue to have meaningful engagement in their lives. Of special concern are disadvantaged and vulnerable populations. |
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| Active in: USA, International
2100 M Street, N.W., Washington, DC 20037
Telephone:202-833-7200
http://www.urban.org/
The Urban Institute is a nonpartisan organization that gathers data, conducts research, evaluates programs, offers technical assistance overseas, and educates Americans on social and economic issues in order to foster sound public policy and effective government. |